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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 | $52,617 | $85,766-38.7% | $136,298-61.4% | $70,126-25.0% |
| Participation rate | 59.6% | 74.2%-14.6pp | 81.9%-22.3pp | 69.5%-10.0pp |
| Annual return | 20.50% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,537 | $5,051+9.6% | $6,247-11.4% | $3,332+66.2% |
| Admin fee / account holder | $6,224 | $5,421+14.8% | $9,244-32.7% | $4,645+34.0% |