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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 | $79,378 | $107,368-26.1% | $92,915-14.6% | $152,909-48.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 23.37% | 145.64%-122.3pp | 109.45%-86.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $389 | $4,222-90.8% | $3,653-89.4% | $4,764-91.8% |
| Participant deferral / active EE | $1,555 | $4,848-67.9% | $4,238-63.3% | $5,851-73.4% |
| Admin fee / account holder | $1,832 | $7,082-74.1% | $5,796-68.4% | $11,601-84.2% |