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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 | $69,834 | $160,040-56.4% | $147,096-52.5% | $145,877-52.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.49% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $471 | $5,289-91.1% | $4,936-90.5% | $4,663-89.9% |
| Participant deferral / active EE | $10,669 | $8,429+26.6% | $8,071+32.2% | $6,691+59.5% |
| Admin fee / account holder | $377 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |