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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 | $67,027 | $183,539-63.5% | $155,556-56.9% | $145,897-54.1% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 19.48% | 61.31%-41.8pp | 64.84%-45.4pp | 552.29%-532.8pp |
| Employer contribution / active EE | $528 | $5,315-90.1% | $4,675-88.7% | $4,663-88.7% |
| Participant deferral / active EE | $4,112 | $6,467-36.4% | $5,631-27.0% | $6,689-38.5% |
| Admin fee / account holder | $530 | $19,275-97.2% | $15,885-96.7% | $13,390-96.0% |