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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 | $113,271 | $148,582-23.8% | $135,942-16.7% | $139,456-18.8% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 39.16% | 79.26%-40.1pp | 68.28%-29.1pp | 373.45%-334.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,485 | $8,101-32.3% | $7,759-29.3% | $6,711-18.3% |
| Admin fee / account holder | $1,643 | $12,402-86.8% | $10,764-84.7% | $11,407-85.6% |