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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 | $34,431 | $183,516-81.2% | $155,534-77.9% | $145,884-76.4% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 43.20% | 61.43%-18.2pp | 64.92%-21.7pp | 551.85%-508.6pp |
| Employer contribution / active EE | $1,015 | $5,315-80.9% | $4,675-78.3% | $4,662-78.2% |
| Participant deferral / active EE | $2,528 | $6,467-60.9% | $5,630-55.1% | $6,690-62.2% |
| Admin fee / account holder | $1,263 | $19,293-93.5% | $15,900-92.1% | $13,392-90.6% |