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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 | $164,989 | $226,090-27.0% | $182,531-9.6% | $152,885+7.9% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.5%-27.9pp |
| Annual return | 25.32% | 192.57%-167.2pp | 148.57%-123.3pp | 345.39%-320.1pp |
| Employer contribution / active EE | $393 | $4,978-92.1% | $4,075-90.3% | $4,763-91.7% |
| Participant deferral / active EE | $1,788 | $6,369-71.9% | $5,525-67.6% | $5,851-69.4% |
| Admin fee / account holder | $1,826 | $10,705-82.9% | $8,593-78.7% | $11,598-84.3% |