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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 | $68,138 | $160,070-57.4% | $147,117-53.7% | $145,897-53.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.99% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $474 | $5,285-91.0% | $4,932-90.4% | $4,663-89.8% |
| Participant deferral / active EE | $8,600 | $8,419+2.1% | $8,065+6.6% | $6,689+28.6% |
| Admin fee / account holder | $441 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |