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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 | $97,888 | $90,691+7.9% | $76,119+28.6% | $145,884-32.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 13.45% | 624.52%-611.1pp | 361.25%-347.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,717 | $5,167+107.4% | $4,259+151.6% | $6,690+60.2% |
| Admin fee / account holder | $545 | $8,383-93.5% | $6,421-91.5% | $13,392-95.9% |