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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 | $30,197 | $175,231-82.8% | $149,696-79.8% | $139,466-78.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 22.44% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $704 | $5,478-87.1% | $4,821-85.4% | $4,754-85.2% |
| Participant deferral / active EE | $2,818 | $6,521-56.8% | $5,682-50.4% | $6,712-58.0% |
| Admin fee / account holder | $993 | $16,155-93.9% | $13,212-92.5% | $11,409-91.3% |