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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 | $53,736 | $174,379-69.2% | $152,093-64.7% | $138,895-61.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.07% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $862 | $4,652-81.5% | $4,175-79.4% | $4,194-79.4% |
| Participant deferral / active EE | $6,749 | $6,159+9.6% | $5,451+23.8% | $6,396+5.5% |
| Admin fee / account holder | $1,132 | $16,880-93.3% | $14,497-92.2% | $12,562-91.0% |