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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 | $77,356 | $60,119+28.7% | $90,430-14.5% | $79,858-3.1% |
| Participation rate | 5.8% | 65.0%-59.2pp | 72.7%-66.9pp | 69.6%-63.8pp |
| Annual return | 16.06% | 71.94%-55.9pp | 1293.73%-1277.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $153 | $2,068-92.6% | $3,262-95.3% | $2,471-93.8% |
| Participant deferral / active EE | $835 | $2,938-71.6% | $3,963-78.9% | $3,740-77.7% |
| Admin fee / account holder | $1,070 | $3,976-73.1% | $5,613-80.9% | $5,306-79.8% |