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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 | $83,756 | $198,457-57.8% | $170,435-50.9% | $147,586-43.2% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 16.28% | 257.30%-241.0pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,169 | $6,183-81.1% | $5,432-78.5% | $4,876-76.0% |
| Participant deferral / active EE | $2,879 | $5,629-48.9% | $4,939-41.7% | $5,439-47.1% |
| Admin fee / account holder | $4,392 | $16,852-73.9% | $13,881-68.4% | $10,886-59.7% |