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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 | $21,240 | $84,236-74.8% | $170,435-87.5% | $70,126-69.7% |
| Participation rate | 67.6% | 70.8%-3.2pp | 83.6%-16.0pp | 69.5%-1.9pp |
| Annual return | 87.62% | 23.06%+64.6pp | 205.94%-118.3pp | 73.15%+14.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,724 | $3,086+53.1% | $4,939-4.4% | $3,332+41.8% |
| Admin fee / account holder | $390 | $5,698-93.2% | $13,881-97.2% | $4,645-91.6% |