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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 | $150,050 | $106,008+41.5% | $92,240+62.7% | $147,586+1.7% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 19.56% | 50.05%-30.5pp | 176.29%-156.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,649 | $4,478+26.1% | $3,897+44.9% | $5,439+3.9% |
| Admin fee / account holder | $20,748 | $6,333+227.6% | $5,194+299.5% | $10,886+90.6% |