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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 | $94,780 | $121,656-22.1% | $104,614-9.4% | $158,950-40.4% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 13.72% | 465.51%-451.8pp | 340.56%-326.8pp | 302.91%-289.2pp |
| Employer contribution / active EE | $134 | $3,164-95.8% | $2,681-95.0% | $4,762-97.2% |
| Participant deferral / active EE | $2,192 | $4,177-47.5% | $3,739-41.4% | $5,983-63.4% |
| Admin fee / account holder | $2,798 | $7,775-64.0% | $6,464-56.7% | $11,248-75.1% |