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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 | $41,124 | $201,259-79.6% | $184,200-77.7% | $145,959-71.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 17.88% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $764 | $7,018-89.1% | $6,424-88.1% | $4,661-83.6% |
| Participant deferral / active EE | $9,581 | $9,806-2.3% | $9,132+4.9% | $6,689+43.2% |
| Admin fee / account holder | $312 | $16,372-98.1% | $13,907-97.8% | $13,398-97.7% |