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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 | $21,955 | $183,592-88.0% | $155,574-85.9% | $145,877-84.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.45% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $766 | $5,317-85.6% | $4,676-83.6% | $4,663-83.6% |
| Participant deferral / active EE | $3,614 | $6,466-44.1% | $5,629-35.8% | $6,691-46.0% |
| Admin fee / account holder | $306 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |