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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 | $57,969 | $217,432-73.3% | $185,849-68.8% | $167,536-65.4% |
| Participation rate | 69.2% | 86.1%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 14.95% | 148.42%-133.5pp | 122.10%-107.1pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,045 | $5,875-82.2% | $5,169-79.8% | $4,839-78.4% |
| Participant deferral / active EE | $3,234 | $6,357-49.1% | $5,569-41.9% | $6,342-49.0% |
| Admin fee / account holder | $323 | $19,818-98.4% | $16,244-98.0% | $12,315-97.4% |