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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 | $128,032 | $107,368+19.2% | $92,915+37.8% | $152,909-16.3% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 20.18% | 145.64%-125.5pp | 109.45%-89.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,815 | $4,848-0.7% | $4,238+13.6% | $5,851-17.7% |
| Admin fee / account holder | $1,114 | $7,082-84.3% | $5,796-80.8% | $11,601-90.4% |