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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 | $103,746 | $88,702+17.0% | $81,780+26.9% | $145,978-28.9% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 12.18% | 1029.12%-1016.9pp | 776.27%-764.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,353 | $4,645+15.2% | $4,321+23.9% | $6,690-20.0% |
| Admin fee / account holder | $1,240 | $8,414-85.3% | $7,384-83.2% | $13,400-90.7% |