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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 | $195,997 | $160,028+22.5% | $147,080+33.3% | $145,884+34.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 65.55% | 98.60%-33.0pp | 420.17%-354.6pp | 551.85%-486.3pp |
| Employer contribution / active EE | $962 | $5,286-81.8% | $4,933-80.5% | $4,662-79.4% |
| Participant deferral / active EE | $7,115 | $8,422-15.5% | $8,066-11.8% | $6,690+6.4% |
| Admin fee / account holder | $2,271 | $15,030-84.9% | $12,989-82.5% | $13,392-83.0% |