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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 | $72,963 | $141,004-48.3% | $112,273-35.0% | $139,466-47.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 428.54% | 32.75%+395.8pp | 30.23%+398.3pp | 373.66%+54.9pp |
| Employer contribution / active EE | -$169 | $4,285-103.9% | $3,431-104.9% | $4,754-103.5% |
| Participant deferral / active EE | $1,732 | $5,878-70.5% | $4,800-63.9% | $6,712-74.2% |
| Admin fee / account holder | $2,579 | $9,959-74.1% | $7,752-66.7% | $11,409-77.4% |