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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 | $82,091 | $180,459-54.5% | $154,108-46.7% | $135,380-39.4% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | 6.76% | 888.21%-881.4pp | 735.21%-728.4pp | 519.81%-513.0pp |
| Employer contribution / active EE | $809 | $6,035-86.6% | $5,298-84.7% | $4,779-83.1% |
| Participant deferral / active EE | $2,091 | $5,806-64.0% | $5,081-58.8% | $5,609-62.7% |
| Admin fee / account holder | $4,825 | $16,145-70.1% | $13,411-64.0% | $10,828-55.4% |