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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 | $170,761 | $160,070+6.7% | $147,117+16.1% | $145,897+17.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 17.68% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,661 | $8,419-44.6% | $8,065-42.2% | $6,689-30.3% |
| Admin fee / account holder | $16,010 | $15,035+6.5% | $12,993+23.2% | $13,390+19.6% |