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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 | $92,507 | $160,070-42.2% | $147,117-37.1% | $145,897-36.6% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.2%-41.0pp | 80.3%-39.1pp |
| Annual return | 19.23% | 98.69%-79.5pp | 420.54%-401.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,153 | $8,419-50.7% | $8,065-48.5% | $6,689-37.9% |
| Admin fee / account holder | $7,155 | $15,035-52.4% | $12,993-44.9% | $13,390-46.6% |