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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 | $196,032 | $108,922+80.0% | $100,398+95.3% | $145,978+34.3% |
| Participation rate | 53.8% | 83.0%-29.1pp | 81.5%-27.7pp | 80.3%-26.4pp |
| Annual return | 12.53% | 58.04%-45.5pp | 49.32%-36.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $30 | $4,426-99.3% | $3,946-99.2% | $4,662-99.4% |
| Participant deferral / active EE | $2,902 | $8,450-65.7% | $8,084-64.1% | $6,690-56.6% |
| Admin fee / account holder | $1,672 | $9,680-82.7% | $7,893-78.8% | $13,400-87.5% |