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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 | $30,685 | $55,446-44.7% | $155,574-80.3% | $74,429-58.8% |
| Participation rate | 43.1% | 61.9%-18.8pp | 78.2%-35.1pp | 67.2%-24.1pp |
| Annual return | 15.63% | 269.20%-253.6pp | 64.87%-49.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,851 | $2,836+35.8% | $5,629-31.6% | $4,348-11.4% |
| Admin fee / account holder | $2,204 | $1,743+26.5% | $15,914-86.1% | $1,944+13.4% |