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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 | $93,951 | $102,429-8.3% | $147,096-36.1% | $80,925+16.1% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.7%-44.6pp |
| Annual return | 108.86% | 135.02%-26.2pp | 419.75%-310.9pp | 35.65%+73.2pp |
| Employer contribution / active EE | $600 | $3,716-83.8% | $4,936-87.8% | $2,756-78.2% |
| Participant deferral / active EE | $2,829 | $6,649-57.4% | $8,071-64.9% | $4,299-34.2% |
| Admin fee / account holder | $103,103 | $7,957+1195.8% | $13,005+692.8% | $6,940+1385.6% |