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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 | $120,742 | $160,070-24.6% | $147,117-17.9% | $145,897-17.2% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 13.36% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $778 | $5,285-85.3% | $4,932-84.2% | $4,663-83.3% |
| Participant deferral / active EE | $4,767 | $8,419-43.4% | $8,065-40.9% | $6,689-28.7% |
| Admin fee / account holder | $535 | $15,035-96.4% | $12,993-95.9% | $13,390-96.0% |