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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 | $95,890 | $160,028-40.1% | $147,080-34.8% | $145,884-34.3% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $657 | $5,286-87.6% | $4,933-86.7% | $4,662-85.9% |
| Participant deferral / active EE | $4,813 | $8,422-42.8% | $8,066-40.3% | $6,690-28.0% |
| Admin fee / account holder | $12,247 | $15,030-18.5% | $12,989-5.7% | $13,392-8.5% |