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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 | $73,035 | $157,304-53.6% | $141,197-48.3% | $152,909-52.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 29.12% | 64.34%-35.2pp | 71.41%-42.3pp | 345.46%-316.3pp |
| Employer contribution / active EE | $495 | $5,263-90.6% | $4,736-89.5% | $4,764-89.6% |
| Participant deferral / active EE | $2,711 | $7,111-61.9% | $6,710-59.6% | $5,851-53.7% |
| Admin fee / account holder | $397 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |