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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 | $67,162 | $209,425-67.9% | $178,499-62.4% | $158,966-57.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 20.74% | 188.80%-168.1pp | 151.10%-130.4pp | 302.95%-282.2pp |
| Employer contribution / active EE | $1,071 | $5,707-81.2% | $5,011-78.6% | $4,762-77.5% |
| Participant deferral / active EE | $5,601 | $5,955-5.9% | $5,202+7.7% | $5,983-6.4% |
| Admin fee / account holder | $1,401 | $17,078-91.8% | $13,986-90.0% | $11,250-87.5% |