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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 | $69,030 | $157,276-56.1% | $141,177-51.1% | $152,885-54.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 25.73% | 64.33%-38.6pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $630 | $5,262-88.0% | $4,736-86.7% | $4,763-86.8% |
| Participant deferral / active EE | $5,460 | $7,110-23.2% | $6,710-18.6% | $5,851-6.7% |
| Admin fee / account holder | $544 | $12,123-95.5% | $10,263-94.7% | $11,598-95.3% |