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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 | $95,549 | $88,754+7.7% | $81,820+16.8% | $145,877-34.5% |
| Participation rate | 26.7% | 75.1%-48.4pp | 72.4%-45.7pp | 80.3%-53.6pp |
| Annual return | 12.19% | 1031.77%-1019.6pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $252 | $3,085-91.8% | $2,915-91.4% | $4,663-94.6% |
| Participant deferral / active EE | $858 | $4,648-81.5% | $4,323-80.2% | $6,691-87.2% |
| Admin fee / account holder | $1,694 | $8,424-79.9% | $7,391-77.1% | $13,402-87.4% |