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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 | $39,310 | $202,342-80.6% | $172,752-77.2% | $152,897-74.3% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.5%-55.2pp |
| Annual return | 24.57% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $974 | $5,858-83.4% | $5,144-81.1% | $4,764-79.6% |
| Participant deferral / active EE | $2,872 | $5,948-51.7% | $5,198-44.7% | $5,851-50.9% |
| Admin fee / account holder | $8,779 | $17,111-48.7% | $13,955-37.1% | $11,599-24.3% |