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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 | $59,503 | $134,817-55.9% | $123,973-52.0% | $155,188-61.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 8.78% | 515.49%-506.7pp | 388.13%-379.3pp | 148.84%-140.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,180 | $5,706-26.8% | $5,247-20.3% | $6,531-36.0% |
| Admin fee / account holder | $315 | $13,245-97.6% | $11,799-97.3% | $14,480-97.8% |