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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 | $195,688 | $180,462+8.4% | $154,111+27.0% | $135,379+44.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.28% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $889 | $6,036-85.3% | $5,298-83.2% | $4,779-81.4% |
| Participant deferral / active EE | $2,427 | $5,806-58.2% | $5,081-52.2% | $5,609-56.7% |
| Admin fee / account holder | $27,272 | $16,145+68.9% | $13,411+103.4% | $10,828+151.9% |