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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 | $122,774 | $176,077-30.3% | $159,455-23.0% | $167,518-26.7% |
| Participation rate | 19.0% | 84.9%-65.9pp | 82.8%-63.8pp | 82.1%-63.1pp |
| Annual return | 12.64% | 331.83%-319.2pp | 263.63%-251.0pp | 478.71%-466.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,144 | $7,751-59.4% | $7,353-57.2% | $6,342-50.4% |
| Admin fee / account holder | $4,280 | $12,556-65.9% | $10,800-60.4% | $12,312-65.2% |