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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 | $79,985 | $102,595-22.0% | $94,057-15.0% | $154,746-48.3% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 80.7%-43.9pp |
| Annual return | 14.00% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,005 | $5,118-60.8% | $4,709-57.4% | $6,730-70.2% |
| Admin fee / account holder | $7,229 | $7,736-6.6% | $7,244-0.2% | $14,365-49.7% |