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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 | $68,122 | $196,972-65.4% | $182,262-62.6% | $198,609-65.7% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 13.59% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $774 | $5,364-85.6% | $5,046-84.7% | $5,055-84.7% |
| Participant deferral / active EE | $6,560 | $8,643-24.1% | $8,276-20.7% | $6,977-6.0% |
| Admin fee / account holder | $556 | $18,429-97.0% | $16,712-96.7% | $19,030-97.1% |