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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 | $127,128 | $72,071+76.4% | $68,368+85.9% | $137,256-7.4% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 13.86% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $341 | $2,788-87.8% | $2,649-87.1% | $4,156-91.8% |
| Participant deferral / active EE | $4,900 | $4,410+11.1% | $4,123+18.9% | $6,407-23.5% |
| Admin fee / account holder | $531 | $5,336-90.0% | $5,150-89.7% | $12,270-95.7% |