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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 | $85,001 | $150,207-43.4% | $120,380-29.4% | $145,978-41.8% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.7pp |
| Annual return | 11.57% | 154.28%-142.7pp | 107.28%-95.7pp | 550.52%-538.9pp |
| Employer contribution / active EE | $811 | $4,351-81.4% | $3,465-76.6% | $4,662-82.6% |
| Participant deferral / active EE | $8,253 | $6,175+33.6% | $4,992+65.3% | $6,690+23.4% |
| Admin fee / account holder | $817 | $12,203-93.3% | $9,421-91.3% | $13,400-93.9% |