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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 | $158,329 | $210,698-24.9% | $178,014-11.1% | $145,959+8.5% |
| Participation rate | 35.7% | 80.8%-45.0pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 18.11% | 386.27%-368.2pp | 294.80%-276.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $331 | $4,567-92.8% | $3,950-91.6% | $4,661-92.9% |
| Participant deferral / active EE | $1,805 | $6,958-74.1% | $6,276-71.2% | $6,689-73.0% |
| Admin fee / account holder | $5,015 | $12,016-58.3% | $10,362-51.6% | $13,398-62.6% |