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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 | $28,641 | $107,363-73.3% | $92,909-69.2% | $152,897-81.3% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 177.23% | 145.63%+31.6pp | 109.44%+67.8pp | 345.43%-168.2pp |
| Employer contribution / active EE | $405 | $4,222-90.4% | $3,653-88.9% | $4,764-91.5% |
| Participant deferral / active EE | $3,114 | $4,848-35.8% | $4,238-26.5% | $5,851-46.8% |
| Admin fee / account holder | $1,858 | $7,082-73.8% | $5,795-67.9% | $11,599-84.0% |