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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 | $23,300 | $185,312-87.4% | $161,489-85.6% | $154,746-84.9% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.7%-19.9pp | 80.7%-21.9pp |
| Annual return | 24.07% | 103.84%-79.8pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $744 | $4,769-84.4% | $4,268-82.6% | $4,379-83.0% |
| Participant deferral / active EE | $4,339 | $6,350-31.7% | $5,630-22.9% | $6,730-35.5% |
| Admin fee / account holder | $396 | $18,654-97.9% | $16,006-97.5% | $14,365-97.2% |