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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 | $39,095 | $185,883-79.0% | $170,043-77.0% | $139,466-72.0% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 18.81% | 60.54%-41.7pp | 53.40%-34.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,439 | $7,596-81.1% | $6,790-78.8% | $4,754-69.7% |
| Participant deferral / active EE | $3,359 | $11,626-71.1% | $10,410-67.7% | $6,712-50.0% |
| Admin fee / account holder | $1,779 | $15,393-88.4% | $12,824-86.1% | $11,409-84.4% |