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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 | $120,853 | $160,040-24.5% | $147,096-17.8% | $145,877-17.2% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 15.41% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,065 | $8,429-28.0% | $8,071-24.9% | $6,691-9.4% |
| Admin fee / account holder | $550 | $15,050-96.3% | $13,005-95.8% | $13,402-95.9% |