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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 | $144,814 | $160,028-9.5% | $147,080-1.5% | $145,884-0.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.94% | 98.60%-86.7pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $954 | $5,286-82.0% | $4,933-80.7% | $4,662-79.5% |
| Participant deferral / active EE | $7,255 | $8,422-13.9% | $8,066-10.1% | $6,690+8.5% |
| Admin fee / account holder | $1,110 | $15,030-92.6% | $12,989-91.5% | $13,392-91.7% |