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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 | $200,982 | $129,737+54.9% | $119,126+68.7% | $154,746+29.9% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 18.25% | 379.08%-360.8pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $802 | $4,375-81.7% | $4,034-80.1% | $4,379-81.7% |
| Participant deferral / active EE | $3,208 | $5,842-45.1% | $5,318-39.7% | $6,730-52.3% |
| Admin fee / account holder | $43,053 | $11,961+260.0% | $10,693+302.6% | $14,365+199.7% |