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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 | $75,955 | $55,889+35.9% | $76,119-0.2% | $80,935-6.2% |
| Participation rate | 5.3% | 62.1%-56.8pp | 69.1%-63.8pp | 67.7%-62.4pp |
| Annual return | 10.99% | 20.58%-9.6pp | 361.25%-350.3pp | 35.66%-24.7pp |
| Employer contribution / active EE | $325 | $1,866-82.6% | $2,693-87.9% | $2,757-88.2% |
| Participant deferral / active EE | $1,543 | $3,051-49.4% | $4,259-63.8% | $4,299-64.1% |
| Admin fee / account holder | $989 | $5,241-81.1% | $6,421-84.6% | $6,924-85.7% |