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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 | $168,393 | $90,691+85.7% | $76,119+121.2% | $145,884+15.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 9.98% | 624.52%-614.5pp | 361.25%-351.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $266 | $3,329-92.0% | $2,693-90.1% | $4,662-94.3% |
| Participant deferral / active EE | $5,982 | $5,167+15.8% | $4,259+40.4% | $6,690-10.6% |
| Admin fee / account holder | $678 | $8,383-91.9% | $6,421-89.4% | $13,392-94.9% |