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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 | $50,608 | $183,592-72.4% | $155,574-67.5% | $145,877-65.3% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 13.26% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $904 | $5,317-83.0% | $4,676-80.7% | $4,663-80.6% |
| Participant deferral / active EE | $2,524 | $6,466-61.0% | $5,629-55.2% | $6,691-62.3% |
| Admin fee / account holder | $46,786 | $19,316+142.2% | $15,914+194.0% | $13,402+249.1% |