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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 | $55,360 | $107,363-48.4% | $92,909-40.4% | $152,897-63.8% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 16.83% | 145.63%-128.8pp | 109.44%-92.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $315 | $4,222-92.5% | $3,653-91.4% | $4,764-93.4% |
| Participant deferral / active EE | $3,591 | $4,848-25.9% | $4,238-15.3% | $5,851-38.6% |
| Admin fee / account holder | $2,257 | $7,082-68.1% | $5,795-61.1% | $11,599-80.5% |