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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 | $48,373 | $165,584-70.8% | $142,942-66.2% | $137,256-64.8% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | 24.29% | 164.22%-139.9pp | 113.70%-89.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,665 | $8,194+140.0% | $7,128+175.9% | $6,407+206.9% |
| Admin fee / account holder | $4,091 | $16,167-74.7% | $12,475-67.2% | $12,270-66.7% |