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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 | $24,815 | $166,268-85.1% | $165,100-85.0% | $145,897-83.0% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.6%-31.3pp | 80.3%-32.9pp |
| Annual return | 10.10% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $352 | $5,284-93.3% | $4,348-91.9% | $4,663-92.4% |
| Participant deferral / active EE | $2,665 | $6,964-61.7% | $6,035-55.8% | $6,689-60.2% |
| Admin fee / account holder | $21,009 | $16,659+26.1% | $12,696+65.5% | $13,390+56.9% |