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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 | $35,137 | $102,422-65.7% | $147,117-76.1% | $80,959-56.6% |
| Participation rate | 44.3% | 75.9%-31.6pp | 82.2%-37.9pp | 67.7%-23.4pp |
| Annual return | 14.51% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,962 | $6,652-10.4% | $8,065-26.1% | $4,300+38.6% |
| Admin fee / account holder | $3,328 | $7,953-58.2% | $12,993-74.4% | $6,925-51.9% |