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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 | $39,465 | $160,028-75.3% | $147,080-73.2% | $145,884-72.9% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 15.02% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $641 | $5,286-87.9% | $4,933-87.0% | $4,662-86.3% |
| Participant deferral / active EE | $4,239 | $8,422-49.7% | $8,066-47.5% | $6,690-36.6% |
| Admin fee / account holder | $437 | $15,030-97.1% | $12,989-96.6% | $13,392-96.7% |