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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 | $54,332 | $88,754-38.8% | $81,820-33.6% | $145,877-62.8% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 15.08% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $320 | $3,085-89.6% | $2,915-89.0% | $4,663-93.1% |
| Participant deferral / active EE | $2,892 | $4,648-37.8% | $4,323-33.1% | $6,691-56.8% |
| Admin fee / account holder | $1,890 | $8,424-77.6% | $7,391-74.4% | $13,402-85.9% |