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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 | $167,987 | $111,785+50.3% | $93,669+79.3% | $145,877+15.2% |
| Participation rate | 54.2% | 74.2%-20.1pp | 68.7%-14.6pp | 80.3%-26.1pp |
| Annual return | 22.72% | 203.79%-181.1pp | 133.59%-110.9pp | 551.28%-528.6pp |
| Employer contribution / active EE | $543 | $3,096-82.5% | $2,424-77.6% | $4,663-88.4% |
| Participant deferral / active EE | $3,268 | $4,919-33.6% | $4,416-26.0% | $6,691-51.2% |
| Admin fee / account holder | $1,653 | $10,256-83.9% | $8,291-80.1% | $13,402-87.7% |