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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 | $91,956 | $107,353-14.3% | $92,903-1.0% | $152,885-39.9% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 20.46% | 145.62%-125.2pp | 109.43%-89.0pp | 345.39%-324.9pp |
| Employer contribution / active EE | $465 | $4,222-89.0% | $3,653-87.3% | $4,763-90.2% |
| Participant deferral / active EE | $1,964 | $4,848-59.5% | $4,238-53.6% | $5,851-66.4% |
| Admin fee / account holder | $7,003 | $7,081-1.1% | $5,795+20.9% | $11,598-39.6% |