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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 | $96,541 | $183,539-47.4% | $155,556-37.9% | $145,897-33.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 16.23% | 61.31%-45.1pp | 64.84%-48.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $649 | $5,315-87.8% | $4,675-86.1% | $4,663-86.1% |
| Participant deferral / active EE | $6,681 | $6,467+3.3% | $5,631+18.7% | $6,689-0.1% |
| Admin fee / account holder | $971 | $19,275-95.0% | $15,885-93.9% | $13,390-92.7% |