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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 | $83,604 | $198,457-57.9% | $170,435-50.9% | $147,586-43.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 12.58% | 257.30%-244.7pp | 205.94%-193.4pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,276 | $6,183-79.4% | $5,432-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $3,275 | $5,629-41.8% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $613 | $16,852-96.4% | $13,881-95.6% | $10,886-94.4% |