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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 | $53,710 | $166,268-67.7% | $165,100-67.5% | $145,897-63.2% |
| Participation rate | 9.5% | 82.0%-72.5pp | 78.6%-69.1pp | 80.3%-70.8pp |
| Annual return | 12.63% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $396 | $5,284-92.5% | $4,348-90.9% | $4,663-91.5% |
| Participant deferral / active EE | $2,362 | $6,964-66.1% | $6,035-60.9% | $6,689-64.7% |
| Admin fee / account holder | $674 | $16,659-96.0% | $12,696-94.7% | $13,390-95.0% |