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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 | $77,793 | $159,934-51.4% | $147,005-47.1% | $145,959-46.7% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 10.39% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $451 | $5,287-91.5% | $4,934-90.9% | $4,661-90.3% |
| Participant deferral / active EE | $3,143 | $8,427-62.7% | $8,070-61.1% | $6,689-53.0% |
| Admin fee / account holder | $992 | $15,053-93.4% | $13,006-92.4% | $13,398-92.6% |