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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 | $113,669 | $152,619-25.5% | $125,195-9.2% | $152,909-25.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 23.48% | 54.85%-31.4pp | 43.79%-20.3pp | 345.46%-322.0pp |
| Employer contribution / active EE | $487 | $4,947-90.2% | $3,866-87.4% | $4,764-89.8% |
| Participant deferral / active EE | $3,225 | $5,869-45.0% | $4,937-34.7% | $5,851-44.9% |
| Admin fee / account holder | $8,127 | $13,437-39.5% | $9,704-16.3% | $11,601-29.9% |