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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 | $160,028-24.3% | $147,080-17.7% | $145,884-17.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.41% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $949 | $5,286-82.1% | $4,933-80.8% | $4,662-79.7% |
| Participant deferral / active EE | $4,604 | $8,422-45.3% | $8,066-42.9% | $6,690-31.2% |
| Admin fee / account holder | $1,606 | $15,030-89.3% | $12,989-87.6% | $13,392-88.0% |