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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 | $116,028 | $58,234+99.2% | $81,783+41.9% | $80,874+43.5% |
| Participation rate | 53.1% | 63.4%-10.3pp | 72.4%-19.2pp | 67.6%-14.5pp |
| Annual return | 18.82% | 41.70%-22.9pp | 775.05%-756.2pp | 35.62%-16.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,183 | $3,283-33.5% | $4,320-49.5% | $4,297-49.2% |
| Admin fee / account holder | $2,397 | $4,982-51.9% | $7,380-67.5% | $6,935-65.4% |