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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 | $94,193 | $134,817-30.1% | $123,973-24.0% | $155,188-39.3% |
| Participation rate | 21.4% | 79.4%-58.0pp | 76.7%-55.2pp | 80.8%-59.4pp |
| Annual return | 19.49% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $363 | $4,425-91.8% | $4,126-91.2% | $4,248-91.5% |
| Participant deferral / active EE | $3,495 | $5,706-38.7% | $5,247-33.4% | $6,531-46.5% |
| Admin fee / account holder | $968 | $13,245-92.7% | $11,799-91.8% | $14,480-93.3% |