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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 | $142,420 | $59,456+139.5% | $93,669+52.0% | $74,429+91.3% |
| Participation rate | 21.3% | 59.6%-38.4pp | 68.7%-47.4pp | 67.2%-45.9pp |
| Annual return | 11.45% | 82.00%-70.6pp | 133.59%-122.1pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $210 | $1,266-83.4% | $2,424-91.3% | $2,625-92.0% |
| Participant deferral / active EE | $1,584 | $3,052-48.1% | $4,416-64.1% | $4,348-63.6% |
| Admin fee / account holder | $3,225 | $3,026+6.6% | $8,291-61.1% | $1,944+65.8% |