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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 | $61,119 | $100,139-39.0% | $85,187-28.3% | $145,884-58.1% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 10.20% | 84.15%-74.0pp | 66.67%-56.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $333 | $3,238-89.7% | $2,732-87.8% | $4,662-92.9% |
| Participant deferral / active EE | $1,246 | $5,296-76.5% | $4,525-72.5% | $6,690-81.4% |
| Admin fee / account holder | $589 | $7,262-91.9% | $6,162-90.4% | $13,392-95.6% |