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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 | $48,873 | $228,352-78.6% | $185,827-73.7% | $158,950-69.3% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 122.70% | 40.81%+81.9pp | 35.96%+86.7pp | 302.91%-180.2pp |
| Employer contribution / active EE | $350 | $4,967-92.9% | $4,087-91.4% | $4,762-92.6% |
| Participant deferral / active EE | $2,054 | $6,416-68.0% | $5,633-63.5% | $5,983-65.7% |
| Admin fee / account holder | $41,258 | $11,867+247.7% | $9,502+334.2% | $11,248+266.8% |