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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 | $105,231 | $209,425-49.8% | $178,499-41.0% | $158,966-33.8% |
| Participation rate | 31.6% | 86.4%-54.8pp | 81.9%-50.3pp | 82.0%-50.4pp |
| Annual return | 120.51% | 188.80%-68.3pp | 151.10%-30.6pp | 302.95%-182.4pp |
| Employer contribution / active EE | $1,021 | $5,707-82.1% | $5,011-79.6% | $4,762-78.6% |
| Participant deferral / active EE | $3,272 | $5,955-45.0% | $5,202-37.1% | $5,983-45.3% |
| Admin fee / account holder | $1,784 | $17,078-89.6% | $13,986-87.2% | $11,250-84.1% |