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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 | $51,307 | $175,259-70.7% | $149,723-65.7% | $139,487-63.2% |
| Participation rate | 59.1% | 83.4%-24.3pp | 78.8%-19.7pp | 80.3%-21.2pp |
| Annual return | 16.30% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $834 | $5,478-84.8% | $4,821-82.7% | $4,755-82.5% |
| Participant deferral / active EE | $3,183 | $6,522-51.2% | $5,682-44.0% | $6,713-52.6% |
| Admin fee / account holder | $1,400 | $16,158-91.3% | $13,215-89.4% | $11,407-87.7% |