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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 | $60,614 | $198,462-69.5% | $170,439-64.4% | $147,585-58.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 16.48% | 257.30%-240.8pp | 205.94%-189.5pp | 578.58%-562.1pp |
| Employer contribution / active EE | $1,160 | $6,184-81.2% | $5,433-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $7,036 | $5,629+25.0% | $4,939+42.4% | $5,439+29.4% |
| Admin fee / account holder | $8,865 | $16,852-47.4% | $13,881-36.1% | $10,886-18.6% |