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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 | $204,039 | $160,070+27.5% | $147,117+38.7% | $145,897+39.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 14.34% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,007 | $5,285-80.9% | $4,932-79.6% | $4,663-78.4% |
| Participant deferral / active EE | $6,803 | $8,419-19.2% | $8,065-15.6% | $6,689+1.7% |
| Admin fee / account holder | $966 | $15,035-93.6% | $12,993-92.6% | $13,390-92.8% |