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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 | $61,493 | $183,539-66.5% | $155,556-60.5% | $145,897-57.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.05% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $826 | $5,315-84.5% | $4,675-82.3% | $4,663-82.3% |
| Participant deferral / active EE | $3,333 | $6,467-48.5% | $5,631-40.8% | $6,689-50.2% |
| Admin fee / account holder | $528 | $19,275-97.3% | $15,885-96.7% | $13,390-96.1% |