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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 | $59,468 | $217,432-72.6% | $185,849-68.0% | $167,536-64.5% |
| Participation rate | 35.0% | 86.1%-51.1pp | 81.7%-46.7pp | 82.1%-47.1pp |
| Annual return | 14.20% | 148.42%-134.2pp | 122.10%-107.9pp | 478.82%-464.6pp |
| Employer contribution / active EE | $983 | $5,875-83.3% | $5,169-81.0% | $4,839-79.7% |
| Participant deferral / active EE | $2,494 | $6,357-60.8% | $5,569-55.2% | $6,342-60.7% |
| Admin fee / account holder | $1,730 | $19,818-91.3% | $16,244-89.4% | $12,315-86.0% |