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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 | $13,401 | $90,691-85.2% | $76,119-82.4% | $145,884-90.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.93% | 624.52%-613.6pp | 361.25%-350.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $440 | $3,329-86.8% | $2,693-83.7% | $4,662-90.6% |
| Participant deferral / active EE | $1,399 | $5,167-72.9% | $4,259-67.1% | $6,690-79.1% |
| Admin fee / account holder | $774 | $8,383-90.8% | $6,421-88.0% | $13,392-94.2% |