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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 | $40,685 | $201,372-79.8% | $184,260-77.9% | $145,884-72.1% |
| Participation rate | 47.1% | 87.5%-40.4pp | 86.8%-39.8pp | 80.3%-33.2pp |
| Annual return | 225.42% | 29.04%+196.4pp | 28.84%+196.6pp | 551.85%-326.4pp |
| Employer contribution / active EE | $912 | $7,024-87.0% | $6,427-85.8% | $4,662-80.4% |
| Participant deferral / active EE | $3,537 | $9,808-63.9% | $9,133-61.3% | $6,690-47.1% |
| Admin fee / account holder | $1,572 | $16,362-90.4% | $13,898-88.7% | $13,392-88.3% |