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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 | $63,061 | $157,296-59.9% | $141,191-55.3% | $152,897-58.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 19.38% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $861 | $5,262-83.6% | $4,736-81.8% | $4,764-81.9% |
| Participant deferral / active EE | $10,498 | $7,111+47.6% | $6,710+56.4% | $5,851+79.4% |
| Admin fee / account holder | $21,008 | $12,125+73.3% | $10,264+104.7% | $11,599+81.1% |