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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 | $99,767 | $90,530+10.2% | $76,030+31.2% | $145,897-31.6% |
| Participation rate | 36.4% | 74.4%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 17.83% | 625.08%-607.2pp | 361.54%-343.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $257 | $3,319-92.3% | $2,688-90.5% | $4,663-94.5% |
| Participant deferral / active EE | $2,361 | $5,164-54.3% | $4,257-44.5% | $6,689-64.7% |
| Admin fee / account holder | $2,117 | $8,383-74.8% | $6,421-67.0% | $13,390-84.2% |