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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 | $192,383 | $226,105-14.9% | $182,540+5.4% | $152,897+25.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 21.09% | 192.58%-171.5pp | 148.58%-127.5pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,835 | $6,370-24.1% | $5,525-12.5% | $5,851-17.4% |
| Admin fee / account holder | $378 | $10,706-96.5% | $8,593-95.6% | $11,599-96.7% |