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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 | $54,740 | $175,257-68.8% | $149,717-63.4% | $139,456-60.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 41.76% | 166.70%-124.9pp | 134.41%-92.6pp | 373.45%-331.7pp |
| Employer contribution / active EE | $1,000 | $5,477-81.7% | $4,820-79.3% | $4,753-79.0% |
| Participant deferral / active EE | $3,416 | $6,521-47.6% | $5,682-39.9% | $6,711-49.1% |
| Admin fee / account holder | $2,440 | $16,156-84.9% | $13,213-81.5% | $11,407-78.6% |