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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 | $183,539-88.0% | $155,556-85.9% | $145,897-85.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.45% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $766 | $5,315-85.6% | $4,675-83.6% | $4,663-83.6% |
| Participant deferral / active EE | $3,614 | $6,467-44.1% | $5,631-35.8% | $6,689-46.0% |
| Admin fee / account holder | $306 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |