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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 | $22,546 | $160,028-85.9% | $147,080-84.7% | $145,884-84.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.99% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,007 | $5,286-80.9% | $4,933-79.6% | $4,662-78.4% |
| Participant deferral / active EE | $3,903 | $8,422-53.7% | $8,066-51.6% | $6,690-41.7% |
| Admin fee / account holder | $4,370 | $15,030-70.9% | $12,989-66.4% | $13,392-67.4% |