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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 | $30,565 | $166,268-81.6% | $165,100-81.5% | $145,897-79.1% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.5pp |
| Annual return | 21.89% | 100.52%-78.6pp | 70.21%-48.3pp | 552.29%-530.4pp |
| Employer contribution / active EE | $897 | $5,284-83.0% | $4,348-79.4% | $4,663-80.8% |
| Participant deferral / active EE | $4,182 | $6,964-40.0% | $6,035-30.7% | $6,689-37.5% |
| Admin fee / account holder | $1,352 | $16,659-91.9% | $12,696-89.4% | $13,390-89.9% |