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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 | $160,784 | $58,311+175.7% | $81,882+96.4% | $80,959+98.6% |
| Participation rate | 4.4% | 63.5%-59.0pp | 72.4%-67.9pp | 67.7%-63.2pp |
| Annual return | 20.13% | 41.85%-21.7pp | 779.47%-759.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $111 | $2,347-95.3% | $2,916-96.2% | $2,757-96.0% |
| Participant deferral / active EE | $1,356 | $3,287-58.8% | $4,323-68.6% | $4,300-68.5% |
| Admin fee / account holder | $1,211 | $4,752-74.5% | $7,360-83.5% | $6,925-82.5% |