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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 | $147,092 | $166,131-11.5% | $164,975-10.8% | $145,877+0.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.68% | 100.37%-85.7pp | 70.12%-55.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $411 | $5,276-92.2% | $4,343-90.5% | $4,663-91.2% |
| Participant deferral / active EE | $7,500 | $6,962+7.7% | $6,033+24.3% | $6,691+12.1% |
| Admin fee / account holder | $728 | $16,648-95.6% | $12,688-94.3% | $13,402-94.6% |