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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 | $62,694 | $160,028-60.8% | $147,080-57.4% | $145,884-57.0% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 9.68% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $495 | $5,286-90.6% | $4,933-90.0% | $4,662-89.4% |
| Participant deferral / active EE | $6,282 | $8,422-25.4% | $8,066-22.1% | $6,690-6.1% |
| Admin fee / account holder | $859 | $15,030-94.3% | $12,989-93.4% | $13,392-93.6% |