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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 | $50,100 | $148,629-66.3% | $135,982-63.2% | $139,487-64.1% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 18.14% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $487 | $5,247-90.7% | $4,859-90.0% | $4,755-89.8% |
| Participant deferral / active EE | $6,603 | $8,102-18.5% | $7,760-14.9% | $6,713-1.6% |
| Admin fee / account holder | $1,125 | $12,406-90.9% | $10,767-89.6% | $11,407-90.1% |