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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 | $74,678 | $217,432-65.7% | $185,849-59.8% | $167,536-55.4% |
| Participation rate | 45.8% | 86.1%-40.2pp | 81.7%-35.9pp | 82.1%-36.3pp |
| Annual return | 10.87% | 148.42%-137.5pp | 122.10%-111.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,991 | $6,357-53.0% | $5,569-46.3% | $6,342-52.8% |
| Admin fee / account holder | $305 | $19,818-98.5% | $16,244-98.1% | $12,315-97.5% |