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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 | $57,835 | $114,119-49.3% | $107,187-46.0% | $138,895-58.4% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 27.24% | 273.21%-246.0pp | 204.55%-177.3pp | 145.39%-118.2pp |
| Employer contribution / active EE | $531 | $4,059-86.9% | $3,782-86.0% | $4,194-87.3% |
| Participant deferral / active EE | $3,845 | $5,538-30.6% | $5,096-24.6% | $6,396-39.9% |
| Admin fee / account holder | $336 | $10,024-96.6% | $9,162-96.3% | $12,562-97.3% |