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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 | $152,045 | $209,422-27.4% | $178,503-14.8% | $158,982-4.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 12.75% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.2pp |
| Employer contribution / active EE | $760 | $5,707-86.7% | $5,011-84.8% | $4,763-84.0% |
| Participant deferral / active EE | $3,453 | $5,955-42.0% | $5,202-33.6% | $5,983-42.3% |
| Admin fee / account holder | $1,048 | $17,079-93.9% | $13,987-92.5% | $11,252-90.7% |