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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 | $44,275 | $106,008-58.2% | $92,240-52.0% | $147,586-70.0% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 12.94% | 50.05%-37.1pp | 176.29%-163.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $504 | $4,333-88.4% | $3,680-86.3% | $4,876-89.7% |
| Participant deferral / active EE | $4,648 | $4,478+3.8% | $3,897+19.3% | $5,439-14.5% |
| Admin fee / account holder | $535 | $6,333-91.5% | $5,194-89.7% | $10,886-95.1% |