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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 | $53,014 | $166,242-68.1% | $165,071-67.9% | $145,884-63.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 15.72% | 100.44%-84.7pp | 70.17%-54.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $661 | $5,283-87.5% | $4,347-84.8% | $4,662-85.8% |
| Participant deferral / active EE | $2,197 | $6,964-68.5% | $6,035-63.6% | $6,690-67.2% |
| Admin fee / account holder | $424 | $16,658-97.5% | $12,695-96.7% | $13,392-96.8% |