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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 | $132,801 | $159,978-17.0% | $147,041-9.7% | $145,978-9.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 12.25% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $462 | $5,288-91.3% | $4,935-90.6% | $4,662-90.1% |
| Participant deferral / active EE | $4,238 | $8,429-49.7% | $8,071-47.5% | $6,690-36.6% |
| Admin fee / account holder | $772 | $15,053-94.9% | $13,006-94.1% | $13,400-94.2% |