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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 | $86,249 | $166,131-48.1% | $164,975-47.7% | $145,877-40.9% |
| Participation rate | 13.3% | 82.0%-68.7pp | 78.6%-65.3pp | 80.3%-67.0pp |
| Annual return | 16.67% | 100.37%-83.7pp | 70.12%-53.5pp | 551.28%-534.6pp |
| Employer contribution / active EE | $311 | $5,276-94.1% | $4,343-92.8% | $4,663-93.3% |
| Participant deferral / active EE | $3,806 | $6,962-45.3% | $6,033-36.9% | $6,691-43.1% |
| Admin fee / account holder | $302 | $16,648-98.2% | $12,688-97.6% | $13,402-97.8% |