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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 | $93,242 | $202,342-53.9% | $172,752-46.0% | $152,897-39.0% |
| Participation rate | 18.8% | 87.1%-68.3pp | 82.6%-63.9pp | 82.5%-63.7pp |
| Annual return | 27.14% | 1029.83%-1002.7pp | 802.97%-775.8pp | 345.43%-318.3pp |
| Employer contribution / active EE | $799 | $5,858-86.4% | $5,144-84.5% | $4,764-83.2% |
| Participant deferral / active EE | $3,727 | $5,948-37.3% | $5,198-28.3% | $5,851-36.3% |
| Admin fee / account holder | $1,444 | $17,111-91.6% | $13,955-89.7% | $11,599-87.5% |