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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 | $85,829 | $202,345-57.6% | $172,755-50.3% | $152,885-43.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 26.45% | 1029.77%-1003.3pp | 802.94%-776.5pp | 345.39%-318.9pp |
| Employer contribution / active EE | $719 | $5,858-87.7% | $5,144-86.0% | $4,763-84.9% |
| Participant deferral / active EE | $4,872 | $5,948-18.1% | $5,198-6.3% | $5,851-16.7% |
| Admin fee / account holder | $1,264 | $17,111-92.6% | $13,955-90.9% | $11,598-89.1% |