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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 | $50,274 | $102,385-50.9% | $147,080-65.8% | $80,935-37.9% |
| Participation rate | 37.9% | 75.9%-37.9pp | 82.2%-44.3pp | 67.7%-29.7pp |
| Annual return | 19.68% | 135.09%-115.4pp | 420.17%-400.5pp | 35.66%-16.0pp |
| Employer contribution / active EE | $742 | $3,717-80.0% | $4,933-85.0% | $2,757-73.1% |
| Participant deferral / active EE | $4,526 | $6,651-32.0% | $8,066-43.9% | $4,299+5.3% |
| Admin fee / account holder | $411 | $7,951-94.8% | $12,989-96.8% | $6,924-94.1% |