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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 | $227,944 | $159,934+42.5% | $147,005+55.1% | $145,959+56.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.86% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,724 | $8,427-67.7% | $8,070-66.2% | $6,689-59.3% |
| Admin fee / account holder | $8,216 | $15,053-45.4% | $13,006-36.8% | $13,398-38.7% |