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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 | $45,689 | $174,379-73.8% | $152,093-70.0% | $138,895-67.1% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 20.23% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $776 | $4,652-83.3% | $4,175-81.4% | $4,194-81.5% |
| Participant deferral / active EE | $4,282 | $6,159-30.5% | $5,451-21.5% | $6,396-33.1% |
| Admin fee / account holder | $377 | $16,880-97.8% | $14,497-97.4% | $12,562-97.0% |