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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 | $67,205 | $171,492-60.8% | $150,734-55.4% | $198,609-66.2% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 18.50% | 804.70%-786.2pp | 600.81%-582.3pp | 202.70%-184.2pp |
| Employer contribution / active EE | $642 | $5,470-88.3% | $4,918-86.9% | $5,055-87.3% |
| Participant deferral / active EE | $2,541 | $6,259-59.4% | $5,610-54.7% | $6,977-63.6% |
| Admin fee / account holder | $1,168 | $17,628-93.4% | $14,905-92.2% | $19,030-93.9% |