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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 | $46,657 | $160,070-70.9% | $147,117-68.3% | $145,897-68.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 23.03% | 98.69%-75.7pp | 420.54%-397.5pp | 552.29%-529.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,675 | $8,419-68.2% | $8,065-66.8% | $6,689-60.0% |
| Admin fee / account holder | $3,353 | $15,035-77.7% | $12,993-74.2% | $13,390-75.0% |