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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 | $156,398-56.0% | $147,318-53.3% | $138,895-50.5% |
| Participation rate | 10.5% | 83.8%-73.2pp | 82.1%-71.5pp | 79.9%-69.4pp |
| Annual return | 48.50% | 78.75%-30.2pp | 70.43%-21.9pp | 145.39%-96.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $47,511 | $8,237+476.8% | $7,906+500.9% | $6,396+642.8% |
| Admin fee / account holder | $11,134 | $14,976-25.7% | $13,708-18.8% | $12,562-11.4% |