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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 | $191,934 | $88,815+116.1% | $81,882+134.4% | $145,897+31.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.76% | 1033.75%-1018.0pp | 779.47%-763.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $233 | $3,086-92.4% | $2,916-92.0% | $4,663-95.0% |
| Participant deferral / active EE | $1,371 | $4,647-70.5% | $4,323-68.3% | $6,689-79.5% |
| Admin fee / account holder | $1,280 | $8,434-84.8% | $7,360-82.6% | $13,390-90.4% |