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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 | $118,267 | $100,938+17.2% | $90,461+30.7% | $158,982-25.6% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 11.22% | 1727.20%-1716.0pp | 1294.76%-1283.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $820 | $4,350-81.1% | $3,964-79.3% | $5,983-86.3% |
| Admin fee / account holder | $1,542 | $6,510-76.3% | $5,617-72.5% | $11,252-86.3% |