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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 | $191,741 | $160,040+19.8% | $147,096+30.4% | $145,877+31.4% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 19.29% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,757 | $8,429-55.4% | $8,071-53.5% | $6,691-43.9% |
| Admin fee / account holder | $9,489 | $15,050-36.9% | $13,005-27.0% | $13,402-29.2% |