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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 | $65,922 | $54,679+20.6% | $76,119-13.4% | $74,459-11.5% |
| Participation rate | 27.6% | 60.3%-32.7pp | 69.1%-41.5pp | 67.2%-39.6pp |
| Annual return | 15.71% | 31.90%-16.2pp | 361.25%-345.5pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,426 | $3,072-53.6% | $4,259-66.5% | $4,350-67.2% |
| Admin fee / account holder | $2,278 | $2,238+1.8% | $6,421-64.5% | $1,945+17.1% |