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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 | $40,547 | $217,432-81.4% | $185,849-78.2% | $167,536-75.8% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 16.81% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $1,200 | $5,875-79.6% | $5,169-76.8% | $4,839-75.2% |
| Participant deferral / active EE | $4,907 | $6,357-22.8% | $5,569-11.9% | $6,342-22.6% |
| Admin fee / account holder | $1,140 | $19,818-94.2% | $16,244-93.0% | $12,315-90.7% |