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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 | $17,153 | $70,666-75.7% | $169,385-89.9% | $75,181-77.2% |
| Participation rate | 62.5% | 64.8%-2.3pp | 77.2%-14.7pp | 67.2%-4.7pp |
| Annual return | 41.72% | 36.37%+5.3pp | 405.82%-364.1pp | 160.69%-119.0pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,402 | $4,308-21.0% | $6,221-45.3% | $4,126-17.5% |
| Admin fee / account holder | $365 | $5,402-93.2% | $9,011-95.9% | $5,650-93.5% |