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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 | $140,342 | $183,592-23.6% | $155,567-9.8% | $145,959-3.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.61% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $744 | $5,315-86.0% | $4,674-84.1% | $4,661-84.0% |
| Participant deferral / active EE | $11,515 | $6,464+78.1% | $5,628+104.6% | $6,689+72.2% |
| Admin fee / account holder | $10,472 | $19,318-45.8% | $15,916-34.2% | $13,398-21.8% |