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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 | $172,807 | $157,296+9.9% | $141,191+22.4% | $152,897+13.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.55% | 64.34%-36.8pp | 71.41%-43.9pp | 345.43%-317.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,467 | $7,111+19.1% | $6,710+26.2% | $5,851+44.7% |
| Admin fee / account holder | $99,604 | $12,125+721.5% | $10,264+870.4% | $11,599+758.7% |