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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 | $83,600 | $160,028-47.8% | $147,080-43.2% | $145,884-42.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.97% | 98.60%-78.6pp | 420.17%-400.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $745 | $5,286-85.9% | $4,933-84.9% | $4,662-84.0% |
| Participant deferral / active EE | $9,857 | $8,422+17.0% | $8,066+22.2% | $6,690+47.3% |
| Admin fee / account holder | $529 | $15,030-96.5% | $12,989-95.9% | $13,392-96.0% |