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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 | $112,874 | $63,346+78.2% | $92,239+22.4% | $70,124+61.0% |
| Participation rate | 31.3% | 68.7%-37.3pp | 76.5%-45.1pp | 69.5%-38.2pp |
| Annual return | 12.83% | 530.19%-517.4pp | 176.29%-163.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,074 | $2,854-27.3% | $3,897-46.8% | $3,332-37.7% |
| Admin fee / account holder | $802 | $3,841-79.1% | $5,194-84.5% | $4,645-82.7% |