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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 | $51,327 | $166,268-69.1% | $165,100-68.9% | $145,897-64.8% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 12.17% | 100.52%-88.4pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $489 | $5,284-90.8% | $4,348-88.8% | $4,663-89.5% |
| Participant deferral / active EE | $2,703 | $6,964-61.2% | $6,035-55.2% | $6,689-59.6% |
| Admin fee / account holder | $598 | $16,659-96.4% | $12,696-95.3% | $13,390-95.5% |