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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 | $85,001 | $150,412-43.5% | $120,574-29.5% | $145,884-41.7% |
| Participation rate | 54.5% | 78.8%-24.2pp | 71.9%-17.4pp | 80.3%-25.8pp |
| Annual return | 11.57% | 154.50%-142.9pp | 107.42%-95.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $811 | $4,355-81.4% | $3,471-76.6% | $4,662-82.6% |
| Participant deferral / active EE | $8,253 | $6,175+33.7% | $4,996+65.2% | $6,690+23.4% |
| Admin fee / account holder | $817 | $12,224-93.3% | $9,445-91.4% | $13,392-93.9% |