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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 | $34,123 | $183,592-81.4% | $155,574-78.1% | $145,877-76.6% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 9.17% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $494 | $5,317-90.7% | $4,676-89.4% | $4,663-89.4% |
| Participant deferral / active EE | $2,189 | $6,466-66.1% | $5,629-61.1% | $6,691-67.3% |
| Admin fee / account holder | $3,484 | $19,316-82.0% | $15,914-78.1% | $13,402-74.0% |