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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 | $131,034 | $111,878+17.1% | $93,727+39.8% | $145,897-10.2% |
| Participation rate | 47.1% | 74.2%-27.2pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 8.84% | 204.28%-195.4pp | 133.83%-125.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $264 | $3,092-91.5% | $2,421-89.1% | $4,663-94.3% |
| Participant deferral / active EE | $3,153 | $4,920-35.9% | $4,417-28.6% | $6,689-52.9% |
| Admin fee / account holder | $4,065 | $10,256-60.4% | $8,292-51.0% | $13,390-69.6% |