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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 | $153,062 | $102,595+49.2% | $94,057+62.7% | $154,746-1.1% |
| Participation rate | 19.0% | 76.0%-56.9pp | 73.3%-54.3pp | 80.7%-61.7pp |
| Annual return | 16.24% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,429 | $5,118-13.5% | $4,709-6.0% | $6,730-34.2% |
| Admin fee / account holder | $962 | $7,736-87.6% | $7,244-86.7% | $14,365-93.3% |