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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 | $74,853 | $148,629-49.6% | $135,982-45.0% | $139,487-46.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 37.26% | 79.33%-42.1pp | 68.32%-31.1pp | 373.84%-336.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,818 | $8,102+21.2% | $7,760+26.5% | $6,713+46.3% |
| Admin fee / account holder | $6,581 | $12,406-47.0% | $10,767-38.9% | $11,407-42.3% |