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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 | $85,606 | $154,228-44.5% | $145,433-41.1% | $137,256-37.6% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 50.27% | 74.59%-24.3pp | 66.58%-16.3pp | 220.34%-170.1pp |
| Employer contribution / active EE | $520 | $4,804-89.2% | $4,554-88.6% | $4,156-87.5% |
| Participant deferral / active EE | $2,421 | $8,216-70.5% | $7,897-69.3% | $6,407-62.2% |
| Admin fee / account holder | $609 | $14,344-95.8% | $13,129-95.4% | $12,270-95.0% |