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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 | $123,831 | $227,399-45.5% | $189,758-34.7% | $198,609-37.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 17.67% | 61.03%-43.4pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $768 | $5,526-86.1% | $4,767-83.9% | $5,055-84.8% |
| Participant deferral / active EE | $4,500 | $6,837-34.2% | $5,856-23.2% | $6,977-35.5% |
| Admin fee / account holder | $1,607 | $25,162-93.6% | $20,388-92.1% | $19,030-91.6% |