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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 | $148,813 | $160,070-7.0% | $147,117+1.2% | $145,897+2.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.43% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $724 | $5,285-86.3% | $4,932-85.3% | $4,663-84.5% |
| Participant deferral / active EE | $13,507 | $8,419+60.4% | $8,065+67.5% | $6,689+101.9% |
| Admin fee / account holder | $1,235 | $15,035-91.8% | $12,993-90.5% | $13,390-90.8% |