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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 | $45,047 | $160,040-71.9% | $147,096-69.4% | $145,877-69.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 55.78% | 98.49%-42.7pp | 419.75%-364.0pp | 551.28%-495.5pp |
| Employer contribution / active EE | $254 | $5,289-95.2% | $4,936-94.8% | $4,663-94.5% |
| Participant deferral / active EE | $4,008 | $8,429-52.4% | $8,071-50.3% | $6,691-40.1% |
| Admin fee / account holder | $887 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |