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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 | $72,449 | $160,028-54.7% | $147,080-50.7% | $145,884-50.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.73% | 98.60%-87.9pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $769 | $5,286-85.5% | $4,933-84.4% | $4,662-83.5% |
| Participant deferral / active EE | $5,534 | $8,422-34.3% | $8,066-31.4% | $6,690-17.3% |
| Admin fee / account holder | $4,622 | $15,030-69.2% | $12,989-64.4% | $13,392-65.5% |