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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 | $98,253 | $144,130-31.8% | $117,861-16.6% | $147,586-33.4% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 16.67% | 531.20%-514.5pp | 335.11%-318.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $479 | $4,897-90.2% | $3,786-87.4% | $4,876-90.2% |
| Participant deferral / active EE | $1,771 | $5,316-66.7% | $4,482-60.5% | $5,439-67.4% |
| Admin fee / account holder | $48,789 | $10,887+348.1% | $8,021+508.3% | $10,886+348.2% |