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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 | $67,197 | $165,399-59.4% | $149,745-55.1% | $158,982-57.7% |
| Participation rate | 38.1% | 84.6%-46.5pp | 82.5%-44.4pp | 82.0%-43.9pp |
| Annual return | 12.14% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,669 | $7,183-62.8% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $14,530 | $10,811+34.4% | $9,312+56.0% | $11,252+29.1% |