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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 | $52,972 | $196,972-73.1% | $182,262-70.9% | $198,609-73.3% |
| Participation rate | 68.8% | 85.7%-16.9pp | 84.2%-15.5pp | 82.4%-13.6pp |
| Annual return | 21.26% | 158.27%-137.0pp | 140.60%-119.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $176 | $5,364-96.7% | $5,046-96.5% | $5,055-96.5% |
| Participant deferral / active EE | $7,333 | $8,643-15.2% | $8,276-11.4% | $6,977+5.1% |
| Admin fee / account holder | $335 | $18,429-98.2% | $16,712-98.0% | $19,030-98.2% |