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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 | $156,894 | $176,077-10.9% | $159,455-1.6% | $167,518-6.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.89% | 331.83%-319.9pp | 263.63%-251.7pp | 478.71%-466.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,614 | $7,751+11.1% | $7,353+17.2% | $6,342+35.8% |
| Admin fee / account holder | $24,309 | $12,556+93.6% | $10,800+125.1% | $12,312+97.4% |