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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 | $120,673 | $196,972-38.7% | $182,262-33.8% | $198,609-39.2% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 14.20% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,866 | $8,643-43.7% | $8,276-41.2% | $6,977-30.3% |
| Admin fee / account holder | $2,119 | $18,429-88.5% | $16,712-87.3% | $19,030-88.9% |