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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 | $87,863 | $173,526-49.4% | $136,072-35.4% | $145,884-39.8% |
| Participation rate | 15.8% | 80.4%-64.6pp | 76.4%-60.6pp | 80.3%-64.5pp |
| Annual return | 9.59% | 1167.12%-1157.5pp | 580.46%-570.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $679 | $5,285-87.2% | $4,216-83.9% | $4,662-85.4% |
| Participant deferral / active EE | $3,180 | $8,711-63.5% | $7,028-54.7% | $6,690-52.5% |
| Admin fee / account holder | $1,624 | $9,665-83.2% | $6,718-75.8% | $13,392-87.9% |