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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 | $41,562 | $185,312-77.6% | $161,489-74.3% | $154,746-73.1% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 17.42% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $797 | $4,769-83.3% | $4,268-81.3% | $4,379-81.8% |
| Participant deferral / active EE | $3,971 | $6,350-37.5% | $5,630-29.5% | $6,730-41.0% |
| Admin fee / account holder | $2,101 | $18,654-88.7% | $16,006-86.9% | $14,365-85.4% |