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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 | $102,908 | $183,539-43.9% | $155,556-33.8% | $145,897-29.5% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 12.67% | 61.31%-48.6pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,000 | $5,315-81.2% | $4,675-78.6% | $4,663-78.6% |
| Participant deferral / active EE | $6,434 | $6,467-0.5% | $5,631+14.3% | $6,689-3.8% |
| Admin fee / account holder | $540 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |