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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 | $44,334 | $185,883-76.1% | $170,043-73.9% | $139,466-68.2% |
| Participation rate | 45.5% | 87.8%-42.3pp | 87.0%-41.5pp | 80.3%-34.9pp |
| Annual return | 19.22% | 60.54%-41.3pp | 53.40%-34.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,348 | $7,596-82.2% | $6,790-80.1% | $4,754-71.6% |
| Participant deferral / active EE | $4,139 | $11,626-64.4% | $10,410-60.2% | $6,712-38.3% |
| Admin fee / account holder | $416 | $15,393-97.3% | $12,824-96.8% | $11,409-96.4% |