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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 | $81,460 | $102,595-20.6% | $94,057-13.4% | $154,746-47.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 13.77% | 583.42%-569.6pp | 480.62%-466.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,334 | $5,118-15.3% | $4,709-8.0% | $6,730-35.6% |
| Admin fee / account holder | $400 | $7,736-94.8% | $7,244-94.5% | $14,365-97.2% |