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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 | $103,211 | $150,207-31.3% | $120,380-14.3% | $145,978-29.3% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 12.02% | 154.28%-142.3pp | 107.28%-95.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,148 | $6,175+48.1% | $4,992+83.2% | $6,690+36.8% |
| Admin fee / account holder | $41,194 | $12,203+237.6% | $9,421+337.3% | $13,400+207.4% |