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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 | $66,423 | $212,386-68.7% | $199,883-66.8% | $138,895-52.2% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 12.07% | 47.75%-35.7pp | 43.81%-31.7pp | 145.39%-133.3pp |
| Employer contribution / active EE | $72 | $6,625-98.9% | $6,261-98.9% | $4,194-98.3% |
| Participant deferral / active EE | $7,717 | $9,617-19.8% | $9,138-15.6% | $6,396+20.6% |
| Admin fee / account holder | $3,973 | $18,233-78.2% | $17,268-77.0% | $12,562-68.4% |