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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 | $50,076 | $174,379-71.3% | $152,093-67.1% | $138,895-63.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 1132.70% | 74.86%+1057.8pp | 66.36%+1066.3pp | 145.39%+987.3pp |
| Employer contribution / active EE | $660 | $4,652-85.8% | $4,175-84.2% | $4,194-84.3% |
| Participant deferral / active EE | $2,520 | $6,159-59.1% | $5,451-53.8% | $6,396-60.6% |
| Admin fee / account holder | $547 | $16,880-96.8% | $14,497-96.2% | $12,562-95.6% |