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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 | $61,382 | $209,425-70.7% | $178,499-65.6% | $158,966-61.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 22.49% | 188.80%-166.3pp | 151.10%-128.6pp | 302.95%-280.5pp |
| Employer contribution / active EE | $470 | $5,707-91.8% | $5,011-90.6% | $4,762-90.1% |
| Participant deferral / active EE | $2,718 | $5,955-54.4% | $5,202-47.8% | $5,983-54.6% |
| Admin fee / account holder | $4,711 | $17,078-72.4% | $13,986-66.3% | $11,250-58.1% |