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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 | $68,763 | $162,136-57.6% | $152,301-54.9% | $154,746-55.6% |
| Participation rate | 10.5% | 84.1%-73.6pp | 82.4%-71.9pp | 80.7%-70.2pp |
| Annual return | 48.50% | 91.02%-42.5pp | 80.50%-32.0pp | 172.34%-123.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $47,511 | $8,341+469.6% | $8,004+493.6% | $6,730+605.9% |
| Admin fee / account holder | $11,134 | $15,759-29.4% | $14,398-22.7% | $14,365-22.5% |