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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 | $45,390 | $160,040-71.6% | $147,096-69.1% | $145,877-68.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.27% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $732 | $5,289-86.2% | $4,936-85.2% | $4,663-84.3% |
| Participant deferral / active EE | $5,635 | $8,429-33.1% | $8,071-30.2% | $6,691-15.8% |
| Admin fee / account holder | $1,820 | $15,050-87.9% | $13,005-86.0% | $13,402-86.4% |