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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 | $172,807 | $178,174-3.0% | $156,181+10.6% | $137,256+25.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 22.04% | 84.19%-62.1pp | 64.87%-42.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,500 | $6,888+67.0% | $6,132+87.5% | $6,407+79.5% |
| Admin fee / account holder | $1,292 | $17,404-92.6% | $14,586-91.1% | $12,270-89.5% |