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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 | $103,622 | $90,530+14.5% | $76,030+36.3% | $145,897-29.0% |
| Participation rate | 42.1% | 74.4%-32.3pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 10.10% | 625.08%-615.0pp | 361.54%-351.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $487 | $3,319-85.3% | $2,688-81.9% | $4,663-89.5% |
| Participant deferral / active EE | $3,479 | $5,164-32.6% | $4,257-18.3% | $6,689-48.0% |
| Admin fee / account holder | $2,556 | $8,383-69.5% | $6,421-60.2% | $13,390-80.9% |