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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 | $71,286 | $201,370-64.6% | $184,256-61.3% | $145,897-51.1% |
| Participation rate | 68.2% | 87.5%-19.3pp | 86.8%-18.6pp | 80.3%-12.1pp |
| Annual return | 10.67% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,438 | $7,024-79.5% | $6,427-77.6% | $4,663-69.2% |
| Participant deferral / active EE | $3,875 | $9,808-60.5% | $9,133-57.6% | $6,689-42.1% |
| Admin fee / account holder | $455 | $16,364-97.2% | $13,899-96.7% | $13,390-96.6% |