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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 | $29,931 | $183,539-83.7% | $155,556-80.8% | $145,897-79.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 27.81% | 61.31%-33.5pp | 64.84%-37.0pp | 552.29%-524.5pp |
| Employer contribution / active EE | $1,020 | $5,315-80.8% | $4,675-78.2% | $4,663-78.1% |
| Participant deferral / active EE | $2,453 | $6,467-62.1% | $5,631-56.4% | $6,689-63.3% |
| Admin fee / account holder | $2,551 | $19,275-86.8% | $15,885-83.9% | $13,390-80.9% |