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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 | $205,350 | $217,432-5.6% | $185,849+10.5% | $167,536+22.6% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 15.62% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $683 | $5,875-88.4% | $5,169-86.8% | $4,839-85.9% |
| Participant deferral / active EE | $3,955 | $6,357-37.8% | $5,569-29.0% | $6,342-37.6% |
| Admin fee / account holder | $654 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |