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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 | $171,862 | $111,814+53.7% | $93,654+83.5% | $145,959+17.7% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 18.93% | 203.30%-184.4pp | 133.34%-114.4pp | 561.95%-543.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,219 | $4,914+26.5% | $4,413+40.9% | $6,689-7.0% |
| Admin fee / account holder | $540 | $10,246-94.7% | $8,282-93.5% | $13,398-96.0% |