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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 | $81,442 | $176,120-53.8% | $159,487-48.9% | $167,553-51.4% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 14.34% | 331.95%-317.6pp | 263.71%-249.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $436 | $5,299-91.8% | $4,831-91.0% | $4,840-91.0% |
| Participant deferral / active EE | $6,301 | $7,752-18.7% | $7,354-14.3% | $6,343-0.7% |
| Admin fee / account holder | $2,047 | $12,561-83.7% | $10,804-81.0% | $12,316-83.4% |