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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 | $106,401 | $65,555+62.3% | $86,216+23.4% | $75,173+41.5% |
| Participation rate | 46.9% | 60.5%-13.6pp | 69.0%-22.1pp | 67.2%-20.3pp |
| Annual return | 15.13% | 46.07%-30.9pp | 1169.42%-1154.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $143 | $1,553-90.8% | $2,382-94.0% | $2,671-94.6% |
| Participant deferral / active EE | $5,166 | $3,023+70.9% | $3,986+29.6% | $4,126+25.2% |
| Admin fee / account holder | $14,533 | $5,469+165.7% | $6,853+112.1% | $5,651+157.2% |