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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 | $65,525 | $48,337+35.6% | $67,560-3.0% | $80,959-19.1% |
| Participation rate | 67.9% | 66.4%+1.4pp | 72.9%-5.1pp | 67.7%+0.2pp |
| Annual return | 15.60% | 18.26%-2.7pp | 3533.50%-3517.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1 | $2,023-99.9% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,005 | $2,928+275.8% | $4,004+174.8% | $4,300+155.9% |
| Admin fee / account holder | $6,055 | $3,695+63.9% | $3,994+51.6% | $6,925-12.6% |