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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 | $109,751 | $217,392-49.5% | $185,818-40.9% | $167,497-34.5% |
| Participation rate | 61.9% | 86.0%-24.1pp | 81.7%-19.8pp | 82.1%-20.2pp |
| Annual return | 12.43% | 148.37%-135.9pp | 122.06%-109.6pp | 478.62%-466.2pp |
| Employer contribution / active EE | $1,114 | $5,873-81.0% | $5,168-78.4% | $4,838-77.0% |
| Participant deferral / active EE | $3,931 | $6,357-38.2% | $5,568-29.4% | $6,341-38.0% |
| Admin fee / account holder | $707 | $19,813-96.4% | $16,239-95.6% | $12,310-94.3% |