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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 | $101,857 | $100,060+1.8% | $149,721-32.0% | $70,126+45.2% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.1%-18.3pp | 69.5%-0.8pp |
| Annual return | 17.83% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,968 | $4,982+19.8% | $6,568-9.1% | $3,332+79.1% |
| Admin fee / account holder | $2,197 | $8,285-73.5% | $11,282-80.5% | $4,645-52.7% |