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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 | $84,179 | $168,635-50.1% | $147,617-43.0% | $125,389-32.9% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -1.84% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,032 | $6,252-83.5% | $5,564-81.5% | $4,866-78.8% |
| Participant deferral / active EE | $2,571 | $5,507-53.3% | $4,895-47.5% | $5,352-52.0% |
| Admin fee / account holder | $2,338 | $13,580-82.8% | $11,612-79.9% | $9,541-75.5% |