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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 | $184,778 | $112,935+63.6% | $90,970+103.1% | $158,966+16.2% |
| Participation rate | 12.5% | 74.7%-62.2pp | 69.0%-56.5pp | 82.0%-69.5pp |
| Annual return | 32.52% | 215.79%-183.3pp | 134.58%-102.1pp | 302.95%-270.4pp |
| Employer contribution / active EE | $280 | $2,895-90.3% | $2,122-86.8% | $4,762-94.1% |
| Participant deferral / active EE | $3,250 | $4,129-21.3% | $3,373-3.7% | $5,983-45.7% |
| Admin fee / account holder | $625 | $8,045-92.2% | $5,960-89.5% | $11,250-94.4% |