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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 | $59,942 | $117,846-49.1% | $102,434-41.5% | $145,884-58.9% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 10.76% | 31.90%-21.1pp | 29.46%-18.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $710 | $3,615-80.4% | $3,023-76.5% | $4,662-84.8% |
| Participant deferral / active EE | $2,239 | $5,733-61.0% | $5,055-55.7% | $6,690-66.5% |
| Admin fee / account holder | $5,361 | $13,356-59.9% | $9,462-43.3% | $13,392-60.0% |