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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 | $171,069 | $226,090-24.3% | $182,531-6.3% | $152,885+11.9% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.0%-16.4pp | 82.5%-20.9pp |
| Annual return | 20.09% | 192.57%-172.5pp | 148.57%-128.5pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,213 | $6,369-18.2% | $5,525-5.7% | $5,851-10.9% |
| Admin fee / account holder | $25,345 | $10,705+136.8% | $8,593+195.0% | $11,598+118.5% |