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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 | $93,317 | $108,942-14.3% | $100,415-7.1% | $145,897-36.0% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 17.95% | 58.27%-40.3pp | 49.47%-31.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,096 | $8,461+54.8% | $8,091+61.9% | $6,689+95.8% |
| Admin fee / account holder | $2,061 | $9,702-78.8% | $7,906-73.9% | $13,390-84.6% |