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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 | $97,373 | $154,228-36.9% | $145,433-33.0% | $137,256-29.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.41% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $845 | $4,804-82.4% | $4,554-81.4% | $4,156-79.7% |
| Participant deferral / active EE | $5,837 | $8,216-29.0% | $7,897-26.1% | $6,407-8.9% |
| Admin fee / account holder | $2,399 | $14,344-83.3% | $13,129-81.7% | $12,270-80.5% |