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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 | $120,112 | $107,353+11.9% | $92,903+29.3% | $152,885-21.4% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 24.50% | 145.62%-121.1pp | 109.43%-84.9pp | 345.39%-320.9pp |
| Employer contribution / active EE | $336 | $4,222-92.0% | $3,653-90.8% | $4,763-92.9% |
| Participant deferral / active EE | $1,680 | $4,848-65.3% | $4,238-60.4% | $5,851-71.3% |
| Admin fee / account holder | $2,067 | $7,081-70.8% | $5,795-64.3% | $11,598-82.2% |