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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 | $77,065 | $217,432-64.6% | $185,849-58.5% | $167,536-54.0% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.90% | 148.42%-134.5pp | 122.10%-108.2pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,059 | $5,875-82.0% | $5,169-79.5% | $4,839-78.1% |
| Participant deferral / active EE | $4,683 | $6,357-26.3% | $5,569-15.9% | $6,342-26.2% |
| Admin fee / account holder | $546 | $19,818-97.2% | $16,244-96.6% | $12,315-95.6% |