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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 | $114,975 | $150,346-23.5% | $120,524-4.6% | $145,877-21.2% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 10.32% | 154.40%-144.1pp | 107.36%-97.0pp | 551.28%-541.0pp |
| Employer contribution / active EE | $764 | $4,353-82.4% | $3,469-78.0% | $4,663-83.6% |
| Participant deferral / active EE | $2,642 | $6,172-57.2% | $4,994-47.1% | $6,691-60.5% |
| Admin fee / account holder | $1,948 | $12,215-84.1% | $9,440-79.4% | $13,402-85.5% |