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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 | $140,416 | $107,363+30.8% | $92,909+51.1% | $152,897-8.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 27.17% | 145.63%-118.5pp | 109.44%-82.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $703 | $4,222-83.3% | $3,653-80.7% | $4,764-85.2% |
| Participant deferral / active EE | $5,025 | $4,848+3.6% | $4,238+18.6% | $5,851-14.1% |
| Admin fee / account holder | $3,309 | $7,082-53.3% | $5,795-42.9% | $11,599-71.5% |