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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 | $137,625 | $183,592-25.0% | $155,574-11.5% | $145,877-5.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.77% | 61.37%-41.6pp | 64.87%-45.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $150 | $5,317-97.2% | $4,676-96.8% | $4,663-96.8% |
| Participant deferral / active EE | $8,536 | $6,466+32.0% | $5,629+51.6% | $6,691+27.6% |
| Admin fee / account holder | $2,012 | $19,316-89.6% | $15,914-87.4% | $13,402-85.0% |