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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 | $114,514 | $171,867-33.4% | $149,721-23.5% | $147,586-22.4% |
| Participation rate | 52.9% | 88.2%-35.2pp | 87.1%-34.1pp | 82.8%-29.9pp |
| Annual return | 16.85% | 2113.36%-2096.5pp | 1501.67%-1484.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $885 | $6,275-85.9% | $5,444-83.7% | $4,876-81.9% |
| Participant deferral / active EE | $6,591 | $7,270-9.3% | $6,568+0.3% | $5,439+21.2% |
| Admin fee / account holder | $9,422 | $13,799-31.7% | $11,282-16.5% | $10,886-13.5% |