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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 | $94,302 | $183,539-48.6% | $155,556-39.4% | $145,897-35.4% |
| Participation rate | 47.1% | 82.7%-35.7pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 13.98% | 61.31%-47.3pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $268 | $5,315-95.0% | $4,675-94.3% | $4,663-94.2% |
| Participant deferral / active EE | $2,852 | $6,467-55.9% | $5,631-49.3% | $6,689-57.4% |
| Admin fee / account holder | $664 | $19,275-96.6% | $15,885-95.8% | $13,390-95.0% |