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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 | $55,351 | $160,040-65.4% | $147,096-62.4% | $145,877-62.1% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 10.75% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $831 | $5,289-84.3% | $4,936-83.2% | $4,663-82.2% |
| Participant deferral / active EE | $3,708 | $8,429-56.0% | $8,071-54.1% | $6,691-44.6% |
| Admin fee / account holder | $3,207 | $15,050-78.7% | $13,005-75.3% | $13,402-76.1% |