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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 | $241,655 | $160,070+51.0% | $147,117+64.3% | $145,897+65.6% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 11.98% | 98.69%-86.7pp | 420.54%-408.6pp | 552.29%-540.3pp |
| Employer contribution / active EE | $948 | $5,285-82.1% | $4,932-80.8% | $4,663-79.7% |
| Participant deferral / active EE | $3,102 | $8,419-63.2% | $8,065-61.5% | $6,689-53.6% |
| Admin fee / account holder | $28,732 | $15,035+91.1% | $12,993+121.1% | $13,390+114.6% |