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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 | $50,871 | $107,368-52.6% | $92,915-45.2% | $152,909-66.7% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.5%-60.2pp |
| Annual return | 24.51% | 145.64%-121.1pp | 109.45%-84.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $697 | $4,222-83.5% | $3,653-80.9% | $4,764-85.4% |
| Participant deferral / active EE | $2,655 | $4,848-45.2% | $4,238-37.4% | $5,851-54.6% |
| Admin fee / account holder | $403 | $7,082-94.3% | $5,796-93.0% | $11,601-96.5% |