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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 | $32,955 | $107,368-69.3% | $92,915-64.5% | $152,909-78.4% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.5%-54.7pp |
| Annual return | 28.05% | 145.64%-117.6pp | 109.45%-81.4pp | 345.46%-317.4pp |
| Employer contribution / active EE | $624 | $4,222-85.2% | $3,653-82.9% | $4,764-86.9% |
| Participant deferral / active EE | $2,962 | $4,848-38.9% | $4,238-30.1% | $5,851-49.4% |
| Admin fee / account holder | $2,995 | $7,082-57.7% | $5,796-48.3% | $11,601-74.2% |