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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 | $107,898 | $58,391+84.8% | $76,657+40.8% | $72,975+47.9% |
| Participation rate | 42.9% | 67.4%-24.5pp | 72.1%-29.2pp | 69.5%-26.6pp |
| Annual return | 20.03% | 2306.65%-2286.6pp | 1166.74%-1146.7pp | 81.01%-61.0pp |
| Employer contribution / active EE | $231 | $1,787-87.1% | $2,303-90.0% | $2,440-90.5% |
| Participant deferral / active EE | $1,309 | $2,690-51.4% | $3,335-60.8% | $3,608-63.7% |
| Admin fee / account holder | $18,409 | $4,014+358.6% | $6,423+186.6% | $5,124+259.3% |