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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 | $126,377 | $135,645-6.8% | $110,243+14.6% | $135,380-6.6% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | 7.70% | 513.24%-505.5pp | 314.76%-307.1pp | 519.81%-512.1pp |
| Employer contribution / active EE | $427 | $4,907-91.3% | $3,827-88.8% | $4,779-91.1% |
| Participant deferral / active EE | $4,272 | $5,507-22.4% | $4,672-8.6% | $5,609-23.8% |
| Admin fee / account holder | $1,862 | $11,458-83.7% | $8,548-78.2% | $10,828-82.8% |