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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 | $18,068 | $183,539-90.2% | $155,556-88.4% | $145,897-87.6% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 15.58% | 61.31%-45.7pp | 64.84%-49.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $638 | $5,315-88.0% | $4,675-86.3% | $4,663-86.3% |
| Participant deferral / active EE | $2,986 | $6,467-53.8% | $5,631-47.0% | $6,689-55.4% |
| Admin fee / account holder | $1,240 | $19,275-93.6% | $15,885-92.2% | $13,390-90.7% |