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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 | $85,286 | $175,259-51.3% | $149,723-43.0% | $139,487-38.9% |
| Participation rate | 43.8% | 83.4%-39.6pp | 78.8%-35.0pp | 80.3%-36.6pp |
| Annual return | 16.92% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-356.9pp |
| Employer contribution / active EE | $748 | $5,478-86.3% | $4,821-84.5% | $4,755-84.3% |
| Participant deferral / active EE | $3,439 | $6,522-47.3% | $5,682-39.5% | $6,713-48.8% |
| Admin fee / account holder | $1,074 | $16,158-93.4% | $13,215-91.9% | $11,407-90.6% |