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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 | $114,298 | $63,346+80.4% | $92,240+23.9% | $70,126+63.0% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 18.09% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $130 | $2,471-94.7% | $3,680-96.5% | $2,343-94.4% |
| Participant deferral / active EE | $1,500 | $2,854-47.4% | $3,897-61.5% | $3,332-55.0% |
| Admin fee / account holder | $6,288 | $3,841+63.7% | $5,194+21.1% | $4,645+35.3% |