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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 | $99,018 | $85,766+15.5% | $136,298-27.4% | $70,126+41.2% |
| Participation rate | 63.4% | 74.2%-10.7pp | 81.9%-18.5pp | 69.5%-6.1pp |
| Annual return | 20.30% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,555 | $5,051-9.8% | $6,247-27.1% | $3,332+36.7% |
| Admin fee / account holder | $3,440 | $5,421-36.5% | $9,244-62.8% | $4,645-25.9% |