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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 | $97,257 | $49,976+94.6% | $66,674+45.9% | $82,637+17.7% |
| Participation rate | 36.0% | 63.1%-27.1pp | 73.7%-37.7pp | 68.1%-32.1pp |
| Annual return | 15.97% | 39.09%-23.1pp | 321.24%-305.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,044 | $2,847-63.3% | $4,084-74.4% | $4,126-74.7% |
| Admin fee / account holder | $866 | $4,594-81.1% | $5,098-83.0% | $7,339-88.2% |