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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 | $83,605 | $65,361+27.9% | $92,903-10.0% | $72,983+14.6% |
| Participation rate | 26.8% | 68.3%-41.5pp | 76.0%-49.2pp | 69.5%-42.7pp |
| Annual return | 165.97% | 42.11%+123.9pp | 109.43%+56.5pp | 81.01%+85.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,570 | $3,128-49.8% | $4,238-63.0% | $3,608-56.5% |
| Admin fee / account holder | $38,539 | $4,251+806.6% | $5,795+565.1% | $5,124+652.1% |