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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 | $75,389 | $107,368-29.8% | $92,915-18.9% | $152,909-50.7% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 19.82% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $414 | $4,222-90.2% | $3,653-88.7% | $4,764-91.3% |
| Participant deferral / active EE | $2,132 | $4,848-56.0% | $4,238-49.7% | $5,851-63.6% |
| Admin fee / account holder | $821 | $7,082-88.4% | $5,796-85.8% | $11,601-92.9% |