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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 | $78,012 | $148,629-47.5% | $135,982-42.6% | $139,487-44.1% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 59.40% | 79.33%-19.9pp | 68.32%-8.9pp | 373.84%-314.4pp |
| Employer contribution / active EE | $973 | $5,247-81.4% | $4,859-80.0% | $4,755-79.5% |
| Participant deferral / active EE | $4,788 | $8,102-40.9% | $7,760-38.3% | $6,713-28.7% |
| Admin fee / account holder | $695 | $12,406-94.4% | $10,767-93.5% | $11,407-93.9% |