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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 | $83,883 | $160,040-47.6% | $147,096-43.0% | $145,877-42.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.35% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $704 | $5,289-86.7% | $4,936-85.7% | $4,663-84.9% |
| Participant deferral / active EE | $9,898 | $8,429+17.4% | $8,071+22.6% | $6,691+47.9% |
| Admin fee / account holder | $809 | $15,050-94.6% | $13,005-93.8% | $13,402-94.0% |