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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 | $18,506 | $211,224-91.2% | $178,505-89.6% | $145,897-87.3% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 13.46% | 30.28%-16.8pp | 27.16%-13.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $307 | $4,577-93.3% | $3,955-92.2% | $4,663-93.4% |
| Participant deferral / active EE | $1,910 | $6,966-72.6% | $6,280-69.6% | $6,689-71.4% |
| Admin fee / account holder | $3,619 | $12,109-70.1% | $10,428-65.3% | $13,390-73.0% |