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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 | $57,118 | $183,516-68.9% | $155,534-63.3% | $145,884-60.8% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 2953.61% | 61.43%+2892.2pp | 64.92%+2888.7pp | 551.85%+2401.8pp |
| Employer contribution / active EE | $534 | $5,315-90.0% | $4,675-88.6% | $4,662-88.5% |
| Participant deferral / active EE | $5,365 | $6,467-17.0% | $5,630-4.7% | $6,690-19.8% |
| Admin fee / account holder | $687 | $19,293-96.4% | $15,900-95.7% | $13,392-94.9% |