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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 | $41,651 | $166,242-74.9% | $165,071-74.8% | $145,884-71.4% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 14.73% | 100.44%-85.7pp | 70.17%-55.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $365 | $5,283-93.1% | $4,347-91.6% | $4,662-92.2% |
| Participant deferral / active EE | $2,130 | $6,964-69.4% | $6,035-64.7% | $6,690-68.2% |
| Admin fee / account holder | $1,480 | $16,658-91.1% | $12,695-88.3% | $13,392-88.9% |