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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 | $87,441 | $111,535-21.6% | $105,223-16.9% | $137,256-36.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $760 | $3,939-80.7% | $3,689-79.4% | $4,156-81.7% |
| Participant deferral / active EE | $5,680 | $5,500+3.3% | $5,072+12.0% | $6,407-11.3% |
| Admin fee / account holder | $506 | $9,721-94.8% | $8,859-94.3% | $12,270-95.9% |