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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 | $29,396 | $114,119-74.2% | $107,187-72.6% | $138,895-78.8% |
| Participation rate | 30.4% | 78.1%-47.6pp | 75.0%-44.6pp | 79.9%-49.5pp |
| Annual return | 22.98% | 273.21%-250.2pp | 204.55%-181.6pp | 145.39%-122.4pp |
| Employer contribution / active EE | $391 | $4,059-90.4% | $3,782-89.7% | $4,194-90.7% |
| Participant deferral / active EE | $2,730 | $5,538-50.7% | $5,096-46.4% | $6,396-57.3% |
| Admin fee / account holder | $3,764 | $10,024-62.5% | $9,162-58.9% | $12,562-70.0% |