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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 | $67,349 | $144,130-53.3% | $117,861-42.9% | $147,586-54.4% |
| Participation rate | 40.9% | 83.4%-42.5pp | 79.7%-38.8pp | 82.8%-41.9pp |
| Annual return | 16.00% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,855 | $5,316-27.5% | $4,482-14.0% | $5,439-29.1% |
| Admin fee / account holder | $690 | $10,887-93.7% | $8,021-91.4% | $10,886-93.7% |