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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 | $120,893 | $72,071+67.7% | $68,368+76.8% | $137,256-11.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 13.90% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $209 | $2,788-92.5% | $2,649-92.1% | $4,156-95.0% |
| Participant deferral / active EE | $1,244 | $4,410-71.8% | $4,123-69.8% | $6,407-80.6% |
| Admin fee / account holder | $342 | $5,336-93.6% | $5,150-93.4% | $12,270-97.2% |