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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 | $59,989 | $135,956-55.9% | $123,894-51.6% | $273,972-78.1% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 10.87% | 56.63%-45.8pp | 47.52%-36.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $136 | $5,170-97.4% | $4,617-97.1% | $4,869-97.2% |
| Participant deferral / active EE | $6,692 | $6,343+5.5% | $5,984+11.8% | $5,287+26.6% |
| Admin fee / account holder | $26,295 | $9,817+167.8% | $8,357+214.6% | $10,133+159.5% |