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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 | $133,830 | $166,131-19.4% | $164,975-18.9% | $145,877-8.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 10.17% | 100.37%-90.2pp | 70.12%-60.0pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,629 | $6,962-47.9% | $6,033-39.8% | $6,691-45.8% |
| Admin fee / account holder | $508 | $16,648-96.9% | $12,688-96.0% | $13,402-96.2% |