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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 | $160,491 | $100,911+59.0% | $90,440+77.5% | $158,966+1.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 19.06% | 1726.62%-1707.6pp | 1294.38%-1275.3pp | 302.95%-283.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $931 | $4,348-78.6% | $3,964-76.5% | $5,983-84.4% |
| Admin fee / account holder | $1,193 | $6,507-81.7% | $5,615-78.8% | $11,250-89.4% |