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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 | $57,062 | $148,582-61.6% | $135,942-58.0% | $139,456-59.1% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 18.26% | 79.26%-61.0pp | 68.28%-50.0pp | 373.45%-355.2pp |
| Employer contribution / active EE | $989 | $5,245-81.1% | $4,858-79.6% | $4,753-79.2% |
| Participant deferral / active EE | $2,964 | $8,101-63.4% | $7,759-61.8% | $6,711-55.8% |
| Admin fee / account holder | $946 | $12,402-92.4% | $10,764-91.2% | $11,407-91.7% |