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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 | $162,905 | $183,539-11.2% | $155,556+4.7% | $145,897+11.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.65% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $690 | $5,315-87.0% | $4,675-85.2% | $4,663-85.2% |
| Participant deferral / active EE | $4,600 | $6,467-28.9% | $5,631-18.3% | $6,689-31.2% |
| Admin fee / account holder | $1,862 | $19,275-90.3% | $15,885-88.3% | $13,390-86.1% |