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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 | $38,847 | $183,592-78.8% | $155,574-75.0% | $145,877-73.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.54% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $972 | $5,317-81.7% | $4,676-79.2% | $4,663-79.1% |
| Participant deferral / active EE | $6,440 | $6,466-0.4% | $5,629+14.4% | $6,691-3.7% |
| Admin fee / account holder | $1,015 | $19,316-94.7% | $15,914-93.6% | $13,402-92.4% |