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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 | $40,067 | $166,268-75.9% | $165,100-75.7% | $145,897-72.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.49% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,041 | $5,284-80.3% | $4,348-76.1% | $4,663-77.7% |
| Participant deferral / active EE | $2,314 | $6,964-66.8% | $6,035-61.7% | $6,689-65.4% |
| Admin fee / account holder | $747 | $16,659-95.5% | $12,696-94.1% | $13,390-94.4% |