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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 | $65,499 | $125,184-47.7% | $105,607-38.0% | $145,884-55.1% |
| Participation rate | 54.2% | 77.6%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 10.80% | 225.00%-214.2pp | 116.11%-105.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $210 | $3,720-94.4% | $3,167-93.4% | $4,662-95.5% |
| Participant deferral / active EE | $1,761 | $5,714-69.2% | $5,011-64.9% | $6,690-73.7% |
| Admin fee / account holder | $6,989 | $17,133-59.2% | $10,958-36.2% | $13,392-47.8% |