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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 | $152,491 | $90,530+68.4% | $76,030+100.6% | $145,897+4.5% |
| Participation rate | 57.1% | 74.4%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 17.13% | 625.08%-607.9pp | 361.54%-344.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,959 | $5,164-4.0% | $4,257+16.5% | $6,689-25.9% |
| Admin fee / account holder | $1,130 | $8,383-86.5% | $6,421-82.4% | $13,390-91.6% |