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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 | $202,637 | $78,694+157.5% | $67,653+199.5% | $125,388+61.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | 4.38% | 9.46%-5.1pp | 6625.22%-6620.8pp | 282.24%-277.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,118 | $4,292+42.5% | $3,560+71.9% | $5,352+14.3% |
| Admin fee / account holder | $6,699 | $7,403-9.5% | $4,821+39.0% | $9,541-29.8% |