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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 | $60,510 | $107,363-43.6% | $92,909-34.9% | $152,897-60.4% |
| Participation rate | 31.3% | 79.8%-48.5pp | 76.0%-44.8pp | 82.5%-51.2pp |
| Annual return | 20.53% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $151 | $4,222-96.4% | $3,653-95.9% | $4,764-96.8% |
| Participant deferral / active EE | $1,501 | $4,848-69.0% | $4,238-64.6% | $5,851-74.3% |
| Admin fee / account holder | $542 | $7,082-92.3% | $5,795-90.6% | $11,599-95.3% |