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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 | $102,242 | $53,128+92.4% | $86,582+18.1% | $70,126+45.8% |
| Participation rate | 20.7% | 65.3%-44.6pp | 73.5%-52.9pp | 69.5%-48.9pp |
| Annual return | 19.69% | 27.66%-8.0pp | 965.08%-945.4pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,328 | $2,695-13.6% | $3,609-35.5% | $3,332-30.1% |
| Admin fee / account holder | $361 | $3,584-89.9% | $4,904-92.6% | $4,645-92.2% |