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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 | $50,076 | $185,312-73.0% | $161,489-69.0% | $154,746-67.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 1132.70% | 103.84%+1028.9pp | 89.72%+1043.0pp | 172.34%+960.4pp |
| Employer contribution / active EE | $660 | $4,769-86.2% | $4,268-84.5% | $4,379-84.9% |
| Participant deferral / active EE | $2,520 | $6,350-60.3% | $5,630-55.2% | $6,730-62.6% |
| Admin fee / account holder | $547 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |