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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 | $166,131-75.9% | $164,975-75.7% | $145,877-72.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 14.49% | 100.37%-85.9pp | 70.12%-55.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,041 | $5,276-80.3% | $4,343-76.0% | $4,663-77.7% |
| Participant deferral / active EE | $2,314 | $6,962-66.8% | $6,033-61.6% | $6,691-65.4% |
| Admin fee / account holder | $747 | $16,648-95.5% | $12,688-94.1% | $13,402-94.4% |