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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 | $33,751 | $117,846-71.4% | $102,434-67.1% | $145,884-76.9% |
| Participation rate | 35.0% | 78.6%-43.6pp | 76.5%-41.5pp | 80.3%-45.3pp |
| Annual return | 10.73% | 31.90%-21.2pp | 29.46%-18.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $720 | $3,615-80.1% | $3,023-76.2% | $4,662-84.5% |
| Participant deferral / active EE | $3,214 | $5,733-43.9% | $5,055-36.4% | $6,690-52.0% |
| Admin fee / account holder | $4,608 | $13,356-65.5% | $9,462-51.3% | $13,392-65.6% |