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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 | $65,788 | $209,428-68.6% | $178,498-63.1% | $158,950-58.6% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 15.36% | 188.78%-173.4pp | 151.09%-135.7pp | 302.91%-287.5pp |
| Employer contribution / active EE | $685 | $5,707-88.0% | $5,011-86.3% | $4,762-85.6% |
| Participant deferral / active EE | $3,145 | $5,955-47.2% | $5,202-39.5% | $5,983-47.4% |
| Admin fee / account holder | $1,439 | $17,077-91.6% | $13,985-89.7% | $11,248-87.2% |