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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 | $73,992 | $154,228-52.0% | $145,433-49.1% | $137,256-46.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 250.05% | 74.59%+175.5pp | 66.58%+183.5pp | 220.34%+29.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,136 | $8,216-49.7% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $14,404 | $14,344+0.4% | $13,129+9.7% | $12,270+17.4% |