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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 | $62,487 | $289,211-78.4% | $260,467-76.0% | $198,609-68.5% |
| Participation rate | 63.6% | 83.1%-19.5pp | 80.5%-16.8pp | 82.4%-18.7pp |
| Annual return | 17.88% | 112.90%-95.0pp | 100.60%-82.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,261 | $6,812-8.1% | $6,319-0.9% | $6,977-10.3% |
| Admin fee / account holder | $809 | $16,236-95.0% | $15,461-94.8% | $19,030-95.7% |