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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 | $150,435-61.8% | $120,580-52.4% | $145,897-60.6% |
| Participation rate | 58.3% | 78.8%-20.5pp | 72.0%-13.6pp | 80.3%-22.0pp |
| Annual return | 12.84% | 154.60%-141.8pp | 107.48%-94.6pp | 552.29%-539.5pp |
| Employer contribution / active EE | $608 | $4,352-86.0% | $3,469-82.5% | $4,663-87.0% |
| Participant deferral / active EE | $1,721 | $6,174-72.1% | $4,995-65.5% | $6,689-74.3% |
| Admin fee / account holder | $1,152 | $12,182-90.5% | $9,418-87.8% | $13,390-91.4% |