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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 | $70,738 | $159,978-55.8% | $147,041-51.9% | $145,978-51.5% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 19.41% | 98.36%-79.0pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $581 | $5,288-89.0% | $4,935-88.2% | $4,662-87.5% |
| Participant deferral / active EE | $3,498 | $8,429-58.5% | $8,071-56.7% | $6,690-47.7% |
| Admin fee / account holder | $4,466 | $15,053-70.3% | $13,006-65.7% | $13,400-66.7% |