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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 | $58,213 | $185,883-68.7% | $170,043-65.8% | $139,466-58.3% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.70% | 60.54%-47.8pp | 53.40%-40.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $36 | $7,596-99.5% | $6,790-99.5% | $4,754-99.2% |
| Participant deferral / active EE | $6,785 | $11,626-41.6% | $10,410-34.8% | $6,712+1.1% |
| Admin fee / account holder | $517 | $15,393-96.6% | $12,824-96.0% | $11,409-95.5% |