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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 | $20,403 | $90,530-77.5% | $76,030-73.2% | $145,897-86.0% |
| Participation rate | 45.0% | 74.4%-29.4pp | 69.1%-24.1pp | 80.3%-35.3pp |
| Annual return | 12.28% | 625.08%-612.8pp | 361.54%-349.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $270 | $3,319-91.9% | $2,688-89.9% | $4,663-94.2% |
| Participant deferral / active EE | $1,996 | $5,164-61.3% | $4,257-53.1% | $6,689-70.2% |
| Admin fee / account holder | $1,904 | $8,383-77.3% | $6,421-70.3% | $13,390-85.8% |