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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,309 | $110,307-63.5% | $96,576-58.3% | $139,456-71.1% |
| Participation rate | 53.8% | 78.1%-24.3pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 11.37% | 26.40%-15.0pp | 25.87%-14.5pp | 373.45%-362.1pp |
| Employer contribution / active EE | $720 | $3,619-80.1% | $2,965-75.7% | $4,753-84.8% |
| Participant deferral / active EE | $1,892 | $5,547-65.9% | $4,851-61.0% | $6,711-71.8% |
| Admin fee / account holder | $368 | $11,597-96.8% | $8,253-95.5% | $11,407-96.8% |