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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 | $170,013 | $111,787+52.1% | $93,681+81.5% | $145,978+16.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 8.70% | 203.52%-194.8pp | 133.47%-124.8pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,440 | $4,918-70.7% | $4,415-67.4% | $6,690-78.5% |
| Admin fee / account holder | $22,524 | $10,256+119.6% | $8,290+171.7% | $13,400+68.1% |