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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 | $121,136 | $166,020-27.0% | $164,866-26.5% | $145,959-17.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.79% | 100.08%-84.3pp | 69.97%-54.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $989 | $5,275-81.3% | $4,343-77.2% | $4,661-78.8% |
| Participant deferral / active EE | $4,827 | $6,961-30.7% | $6,033-20.0% | $6,689-27.8% |
| Admin fee / account holder | $5,794 | $16,644-65.2% | $12,689-54.3% | $13,398-56.8% |