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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 | $17,429 | $183,539-90.5% | $155,556-88.8% | $145,897-88.1% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 20.14% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $910 | $5,315-82.9% | $4,675-80.5% | $4,663-80.5% |
| Participant deferral / active EE | $2,174 | $6,467-66.4% | $5,631-61.4% | $6,689-67.5% |
| Admin fee / account holder | $455 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |