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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 | $180,119 | $107,363+67.8% | $92,909+93.9% | $152,897+17.8% |
| Participation rate | 10.5% | 79.8%-69.3pp | 76.0%-65.5pp | 82.5%-71.9pp |
| Annual return | 18.14% | 145.63%-127.5pp | 109.44%-91.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $337 | $4,222-92.0% | $3,653-90.8% | $4,764-92.9% |
| Participant deferral / active EE | $2,668 | $4,848-45.0% | $4,238-37.0% | $5,851-54.4% |
| Admin fee / account holder | $5,423 | $7,082-23.4% | $5,795-6.4% | $11,599-53.3% |