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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 | $69,959 | $209,847-66.7% | $189,520-63.1% | $167,518-58.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 22.64% | 748.45%-725.8pp | 555.25%-532.6pp | 478.71%-456.1pp |
| Employer contribution / active EE | $1,168 | $6,913-83.1% | $6,161-81.0% | $4,838-75.9% |
| Participant deferral / active EE | $8,899 | $8,934-0.4% | $8,220+8.3% | $6,342+40.3% |
| Admin fee / account holder | $1,662 | $14,295-88.4% | $12,046-86.2% | $12,312-86.5% |