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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 | $85,200 | $198,462-57.1% | $170,439-50.0% | $147,585-42.3% |
| Participation rate | 63.2% | 88.0%-24.8pp | 83.6%-20.4pp | 82.8%-19.7pp |
| Annual return | 17.41% | 257.30%-239.9pp | 205.94%-188.5pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,151 | $6,184-81.4% | $5,433-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $4,308 | $5,629-23.5% | $4,939-12.8% | $5,439-20.8% |
| Admin fee / account holder | $5,737 | $16,852-66.0% | $13,881-58.7% | $10,886-47.3% |