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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 | $122,852 | $175,259-29.9% | $149,723-17.9% | $139,487-11.9% |
| Participation rate | 31.6% | 83.4%-51.8pp | 78.8%-47.2pp | 80.3%-48.8pp |
| Annual return | 16.83% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $797 | $5,478-85.4% | $4,821-83.5% | $4,755-83.2% |
| Participant deferral / active EE | $2,460 | $6,522-62.3% | $5,682-56.7% | $6,713-63.3% |
| Admin fee / account holder | $2,384 | $16,158-85.2% | $13,215-82.0% | $11,407-79.1% |