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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 | $50,799 | $183,592-72.3% | $155,574-67.3% | $145,877-65.2% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 10.96% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $949 | $5,317-82.1% | $4,676-79.7% | $4,663-79.6% |
| Participant deferral / active EE | $3,904 | $6,466-39.6% | $5,629-30.7% | $6,691-41.7% |
| Admin fee / account holder | $5,713 | $19,316-70.4% | $15,914-64.1% | $13,402-57.4% |