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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 | $229,276 | $111,535+105.6% | $105,223+117.9% | $137,256+67.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 23.46% | 237.85%-214.4pp | 180.65%-157.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $203 | $3,939-94.8% | $3,689-94.5% | $4,156-95.1% |
| Participant deferral / active EE | $2,831 | $5,500-48.5% | $5,072-44.2% | $6,407-55.8% |
| Admin fee / account holder | $479 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |