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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 | $67,259 | $183,539-63.4% | $155,556-56.8% | $145,897-53.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.51% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $433 | $5,315-91.9% | $4,675-90.7% | $4,663-90.7% |
| Participant deferral / active EE | $3,119 | $6,467-51.8% | $5,631-44.6% | $6,689-53.4% |
| Admin fee / account holder | $3,012 | $19,275-84.4% | $15,885-81.0% | $13,390-77.5% |