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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 | $131,934 | $201,370-34.5% | $184,256-28.4% | $145,897-9.6% |
| Participation rate | 53.3% | 87.5%-34.2pp | 86.8%-33.5pp | 80.3%-27.0pp |
| Annual return | 11.26% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $218 | $7,024-96.9% | $6,427-96.6% | $4,663-95.3% |
| Participant deferral / active EE | $4,354 | $9,808-55.6% | $9,133-52.3% | $6,689-34.9% |
| Admin fee / account holder | $2,513 | $16,364-84.6% | $13,899-81.9% | $13,390-81.2% |