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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 | $40,374 | $210,908-80.9% | $153,643-73.7% | $145,884-72.3% |
| Participation rate | 61.1% | 82.1%-21.0pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 21.37% | 13.46%+7.9pp | 15.71%+5.7pp | 551.85%-530.5pp |
| Employer contribution / active EE | $1,255 | $6,055-79.3% | $5,039-75.1% | $4,662-73.1% |
| Participant deferral / active EE | $4,150 | $7,976-48.0% | $6,754-38.6% | $6,690-38.0% |
| Admin fee / account holder | $477 | $19,477-97.6% | $12,739-96.3% | $13,392-96.4% |