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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 | $76,571 | $175,257-56.3% | $149,717-48.9% | $139,456-45.1% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 15.60% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $843 | $5,477-84.6% | $4,820-82.5% | $4,753-82.3% |
| Participant deferral / active EE | $7,666 | $6,521+17.6% | $5,682+34.9% | $6,711+14.2% |
| Admin fee / account holder | $494 | $16,156-96.9% | $13,213-96.3% | $11,407-95.7% |