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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 | $95,594 | $63,346+50.9% | $92,240+3.6% | $70,126+36.3% |
| Participation rate | 61.0% | 68.7%-7.7pp | 76.5%-15.5pp | 69.5%-8.6pp |
| Annual return | 13.75% | 530.19%-516.4pp | 176.29%-162.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $364 | $2,471-85.3% | $3,680-90.1% | $2,343-84.5% |
| Participant deferral / active EE | $2,341 | $2,854-18.0% | $3,897-39.9% | $3,332-29.8% |
| Admin fee / account holder | $9,318 | $3,841+142.6% | $5,194+79.4% | $4,645+100.6% |