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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 | $98,149 | $175,231-44.0% | $149,696-34.4% | $139,466-29.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.00% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $858 | $5,478-84.3% | $4,821-82.2% | $4,754-82.0% |
| Participant deferral / active EE | $2,732 | $6,521-58.1% | $5,682-51.9% | $6,712-59.3% |
| Admin fee / account holder | $2,402 | $16,155-85.1% | $13,212-81.8% | $11,409-78.9% |