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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 | $94,024 | $160,059-41.3% | $140,019-32.8% | $135,380-30.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -8.23% | 911.48%-919.7pp | 651.17%-659.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $972 | $6,420-84.9% | $5,605-82.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,838 | $7,641-62.9% | $6,927-59.0% | $5,609-49.4% |
| Admin fee / account holder | $466 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |