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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 | $32,638 | $129,737-74.8% | $119,126-72.6% | $154,746-78.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 16.02% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $850 | $4,375-80.6% | $4,034-78.9% | $4,379-80.6% |
| Participant deferral / active EE | $5,584 | $5,842-4.4% | $5,318+5.0% | $6,730-17.0% |
| Admin fee / account holder | $710 | $11,961-94.1% | $10,693-93.4% | $14,365-95.1% |