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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 | $138,168 | $183,592-24.7% | $155,574-11.2% | $145,877-5.3% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 9.95% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $980 | $5,317-81.6% | $4,676-79.0% | $4,663-79.0% |
| Participant deferral / active EE | $3,599 | $6,466-44.3% | $5,629-36.1% | $6,691-46.2% |
| Admin fee / account holder | $875 | $19,316-95.5% | $15,914-94.5% | $13,402-93.5% |