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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 | $133,130 | $89,370+49.0% | $141,197-5.7% | $72,976+82.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 22.61% | 111.88%-89.3pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,182 | $5,419+14.1% | $6,710-7.9% | $3,608+71.4% |
| Admin fee / account holder | $1,001 | $5,957-83.2% | $10,265-90.2% | $5,124-80.5% |