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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 | $23,408 | $148,629-84.3% | $135,982-82.8% | $139,487-83.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 18.79% | 79.33%-60.5pp | 68.32%-49.5pp | 373.84%-355.1pp |
| Employer contribution / active EE | $156 | $5,247-97.0% | $4,859-96.8% | $4,755-96.7% |
| Participant deferral / active EE | $6,096 | $8,102-24.8% | $7,760-21.4% | $6,713-9.2% |
| Admin fee / account holder | $6,629 | $12,406-46.6% | $10,767-38.4% | $11,407-41.9% |