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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 | $22,523 | $117,895-80.9% | $102,460-78.0% | $145,897-84.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 15.13% | 31.92%-16.8pp | 29.47%-14.3pp | 552.29%-537.2pp |
| Employer contribution / active EE | $838 | $3,619-76.8% | $3,025-72.3% | $4,663-82.0% |
| Participant deferral / active EE | $2,242 | $5,736-60.9% | $5,056-55.6% | $6,689-66.5% |
| Admin fee / account holder | $930 | $13,353-93.0% | $9,460-90.2% | $13,390-93.1% |