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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 | $57,438 | $150,346-61.8% | $120,524-52.3% | $145,877-60.6% |
| Participation rate | 58.3% | 78.8%-20.5pp | 71.9%-13.6pp | 80.3%-22.0pp |
| Annual return | 12.84% | 154.40%-141.6pp | 107.36%-94.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $608 | $4,353-86.0% | $3,469-82.5% | $4,663-87.0% |
| Participant deferral / active EE | $1,721 | $6,172-72.1% | $4,994-65.5% | $6,691-74.3% |
| Admin fee / account holder | $1,152 | $12,215-90.6% | $9,440-87.8% | $13,402-91.4% |