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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 | $40,199 | $183,516-78.1% | $155,534-74.2% | $145,884-72.4% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 14.02% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $752 | $5,315-85.8% | $4,675-83.9% | $4,662-83.9% |
| Participant deferral / active EE | $2,852 | $6,467-55.9% | $5,630-49.4% | $6,690-57.4% |
| Admin fee / account holder | $3,099 | $19,293-83.9% | $15,900-80.5% | $13,392-76.9% |