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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 | $98,146 | $150,346-34.7% | $120,524-18.6% | $145,877-32.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 18.15% | 154.40%-136.3pp | 107.36%-89.2pp | 551.28%-533.1pp |
| Employer contribution / active EE | $734 | $4,353-83.1% | $3,469-78.8% | $4,663-84.3% |
| Participant deferral / active EE | $2,042 | $6,172-66.9% | $4,994-59.1% | $6,691-69.5% |
| Admin fee / account holder | $4,983 | $12,215-59.2% | $9,440-47.2% | $13,402-62.8% |