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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 | $59,013 | $129,737-54.5% | $119,126-50.5% | $154,746-61.9% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 12.85% | 379.08%-366.2pp | 282.11%-269.3pp | 172.34%-159.5pp |
| Employer contribution / active EE | $685 | $4,375-84.3% | $4,034-83.0% | $4,379-84.3% |
| Participant deferral / active EE | $2,520 | $5,842-56.9% | $5,318-52.6% | $6,730-62.6% |
| Admin fee / account holder | $4,868 | $11,961-59.3% | $10,693-54.5% | $14,365-66.1% |