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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 | $40,241 | $183,516-78.1% | $155,534-74.1% | $145,884-72.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.74% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $780 | $5,315-85.3% | $4,675-83.3% | $4,662-83.3% |
| Participant deferral / active EE | $3,259 | $6,467-49.6% | $5,630-42.1% | $6,690-51.3% |
| Admin fee / account holder | $2,966 | $19,293-84.6% | $15,900-81.3% | $13,392-77.9% |