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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 | $128,590 | $65,555+96.2% | $86,216+49.1% | $75,173+71.1% |
| Participation rate | 20.6% | 60.5%-39.9pp | 69.0%-48.3pp | 67.2%-46.6pp |
| Annual return | 20.64% | 46.07%-25.4pp | 1169.42%-1148.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $226 | $1,553-85.5% | $2,382-90.5% | $2,671-91.5% |
| Participant deferral / active EE | $1,772 | $3,023-41.4% | $3,986-55.5% | $4,126-57.0% |
| Admin fee / account holder | $10,135 | $5,469+85.3% | $6,853+47.9% | $5,651+79.4% |