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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 | $159,978-60.8% | $147,041-57.4% | $145,978-57.1% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 9.68% | 98.36%-88.7pp | 419.21%-409.5pp | 550.52%-540.8pp |
| Employer contribution / active EE | $495 | $5,288-90.6% | $4,935-90.0% | $4,662-89.4% |
| Participant deferral / active EE | $6,282 | $8,429-25.5% | $8,071-22.2% | $6,690-6.1% |
| Admin fee / account holder | $859 | $15,053-94.3% | $13,006-93.4% | $13,400-93.6% |