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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 | $87,889 | $160,070-45.1% | $147,117-40.3% | $145,897-39.8% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.49% | 98.69%-85.2pp | 420.54%-407.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $882 | $5,285-83.3% | $4,932-82.1% | $4,663-81.1% |
| Participant deferral / active EE | $5,180 | $8,419-38.5% | $8,065-35.8% | $6,689-22.6% |
| Admin fee / account holder | $2,121 | $15,035-85.9% | $12,993-83.7% | $13,390-84.2% |