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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 | $47,276 | $107,363-56.0% | $92,909-49.1% | $152,897-69.1% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 20.21% | 145.63%-125.4pp | 109.44%-89.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $99 | $4,222-97.6% | $3,653-97.3% | $4,764-97.9% |
| Participant deferral / active EE | $4,958 | $4,848+2.3% | $4,238+17.0% | $5,851-15.3% |
| Admin fee / account holder | $5,908 | $7,082-16.6% | $5,795+1.9% | $11,599-49.1% |