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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 | $68,658 | $90,691-24.3% | $76,119-9.8% | $145,884-52.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 17.43% | 624.52%-607.1pp | 361.25%-343.8pp | 551.85%-534.4pp |
| Employer contribution / active EE | $373 | $3,329-88.8% | $2,693-86.1% | $4,662-92.0% |
| Participant deferral / active EE | $4,467 | $5,167-13.6% | $4,259+4.9% | $6,690-33.2% |
| Admin fee / account holder | $744 | $8,383-91.1% | $6,421-88.4% | $13,392-94.4% |