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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 | $122,940 | $111,830+9.9% | $93,696+31.2% | $145,884-15.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 18.10% | 204.08%-186.0pp | 133.74%-115.6pp | 551.85%-533.7pp |
| Employer contribution / active EE | $403 | $3,093-87.0% | $2,422-83.4% | $4,662-91.4% |
| Participant deferral / active EE | $2,684 | $4,920-45.5% | $4,417-39.2% | $6,690-59.9% |
| Admin fee / account holder | $8,191 | $10,249-20.1% | $8,287-1.2% | $13,392-38.8% |