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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 | $121,089 | $160,040-24.3% | $147,096-17.7% | $145,877-17.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.41% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $949 | $5,289-82.1% | $4,936-80.8% | $4,663-79.7% |
| Participant deferral / active EE | $4,604 | $8,429-45.4% | $8,071-43.0% | $6,691-31.2% |
| Admin fee / account holder | $1,606 | $15,050-89.3% | $13,005-87.7% | $13,402-88.0% |