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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 | $68,403 | $176,120-61.2% | $159,487-57.1% | $167,553-59.2% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 19.05% | 331.95%-312.9pp | 263.71%-244.7pp | 478.89%-459.8pp |
| Employer contribution / active EE | $951 | $5,299-82.1% | $4,831-80.3% | $4,840-80.4% |
| Participant deferral / active EE | $3,710 | $7,752-52.1% | $7,354-49.5% | $6,343-41.5% |
| Admin fee / account holder | $710 | $12,561-94.4% | $10,804-93.4% | $12,316-94.2% |