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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 | $59,702 | $106,008-43.7% | $92,240-35.3% | $147,586-59.5% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 11.72% | 50.05%-38.3pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $556 | $4,333-87.2% | $3,680-84.9% | $4,876-88.6% |
| Participant deferral / active EE | $2,226 | $4,478-50.3% | $3,897-42.9% | $5,439-59.1% |
| Admin fee / account holder | $29,549 | $6,333+366.6% | $5,194+468.9% | $10,886+171.4% |