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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 | $152,905 | $183,539-16.7% | $155,556-1.7% | $145,897+4.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.83% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $696 | $5,315-86.9% | $4,675-85.1% | $4,663-85.1% |
| Participant deferral / active EE | $5,063 | $6,467-21.7% | $5,631-10.1% | $6,689-24.3% |
| Admin fee / account holder | $1,324 | $19,275-93.1% | $15,885-91.7% | $13,390-90.1% |