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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 | $53,157 | $157,304-66.2% | $141,197-62.4% | $152,909-65.2% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 23.52% | 64.34%-40.8pp | 71.41%-47.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $423 | $5,263-92.0% | $4,736-91.1% | $4,764-91.1% |
| Participant deferral / active EE | $5,615 | $7,111-21.0% | $6,710-16.3% | $5,851-4.0% |
| Admin fee / account holder | $12,104 | $12,126-0.2% | $10,265+17.9% | $11,601+4.3% |