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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 | $86,085 | $65,566+31.3% | $86,235-0.2% | $75,177+14.5% |
| Participation rate | 59.0% | 60.5%-1.5pp | 69.0%-10.0pp | 67.2%-8.2pp |
| Annual return | 16.61% | 46.07%-29.5pp | 1170.03%-1153.4pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,029 | $3,023+66.3% | $3,987+26.1% | $4,126+21.9% |
| Admin fee / account holder | $12,105 | $5,470+121.3% | $6,856+76.6% | $5,651+114.2% |