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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 | $26,672 | $150,346-82.3% | $120,524-77.9% | $145,877-81.7% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.8pp |
| Annual return | 10.79% | 154.40%-143.6pp | 107.36%-96.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $805 | $4,353-81.5% | $3,469-76.8% | $4,663-82.7% |
| Participant deferral / active EE | $3,003 | $6,172-51.3% | $4,994-39.9% | $6,691-55.1% |
| Admin fee / account holder | $473 | $12,215-96.1% | $9,440-95.0% | $13,402-96.5% |