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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 | $45,433 | $114,119-60.2% | $107,187-57.6% | $138,895-67.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 20.31% | 273.21%-252.9pp | 204.55%-184.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $762 | $4,059-81.2% | $3,782-79.9% | $4,194-81.8% |
| Participant deferral / active EE | $2,223 | $5,538-59.8% | $5,096-56.4% | $6,396-65.2% |
| Admin fee / account holder | $633 | $10,024-93.7% | $9,162-93.1% | $12,562-95.0% |