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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 | $58,112 | $107,363-45.9% | $92,909-37.5% | $152,897-62.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.60% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $259 | $4,222-93.9% | $3,653-92.9% | $4,764-94.6% |
| Participant deferral / active EE | $1,341 | $4,848-72.3% | $4,238-68.4% | $5,851-77.1% |
| Admin fee / account holder | $3,152 | $7,082-55.5% | $5,795-45.6% | $11,599-72.8% |