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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 | $28,791 | $105,198-72.6% | $159,455-81.9% | $85,856-66.5% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.8%-27.7pp | 69.3%-14.2pp |
| Annual return | 16.97% | 45.08%-28.1pp | 263.63%-246.7pp | 318.58%-301.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,270 | $5,946-28.2% | $7,353-41.9% | $3,952+8.0% |
| Admin fee / account holder | $3,305 | $6,934-52.3% | $10,800-69.4% | $6,261-47.2% |