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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 | $160,040+27.5% | $147,096+38.7% | $145,877+39.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 14.34% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,007 | $5,289-81.0% | $4,936-79.6% | $4,663-78.4% |
| Participant deferral / active EE | $6,803 | $8,429-19.3% | $8,071-15.7% | $6,691+1.7% |
| Admin fee / account holder | $966 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |