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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 | $47,253 | $176,120-73.2% | $159,487-70.4% | $167,553-71.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.92% | 331.95%-320.0pp | 263.71%-251.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $912 | $5,299-82.8% | $4,831-81.1% | $4,840-81.2% |
| Participant deferral / active EE | $2,934 | $7,752-62.2% | $7,354-60.1% | $6,343-53.7% |
| Admin fee / account holder | $2,303 | $12,561-81.7% | $10,804-78.7% | $12,316-81.3% |