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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 | $16,159 | $129,737-87.5% | $119,126-86.4% | $154,746-89.6% |
| Participation rate | 65.2% | 78.9%-13.6pp | 75.8%-10.5pp | 80.7%-15.5pp |
| Annual return | 17.09% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $870 | $4,375-80.1% | $4,034-78.4% | $4,379-80.1% |
| Participant deferral / active EE | $2,266 | $5,842-61.2% | $5,318-57.4% | $6,730-66.3% |
| Admin fee / account holder | $957 | $11,961-92.0% | $10,693-91.1% | $14,365-93.3% |