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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 | $58,432 | $100,911-42.1% | $90,440-35.4% | $158,966-63.2% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 17.74% | 1726.62%-1708.9pp | 1294.38%-1276.6pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,969 | $4,348-54.7% | $3,964-50.3% | $5,983-67.1% |
| Admin fee / account holder | $10,972 | $6,507+68.6% | $5,615+95.4% | $11,250-2.5% |