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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 | $41,331 | $134,817-69.3% | $123,973-66.7% | $155,188-73.4% |
| Participation rate | 27.3% | 79.4%-52.1pp | 76.7%-49.4pp | 80.8%-53.5pp |
| Annual return | 10.91% | 515.49%-504.6pp | 388.13%-377.2pp | 148.84%-137.9pp |
| Employer contribution / active EE | $873 | $4,425-80.3% | $4,126-78.8% | $4,248-79.4% |
| Participant deferral / active EE | $2,717 | $5,706-52.4% | $5,247-48.2% | $6,531-58.4% |
| Admin fee / account holder | $4,970 | $13,245-62.5% | $11,799-57.9% | $14,480-65.7% |