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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 | $39,614 | $70,666-43.9% | $169,385-76.6% | $75,181-47.3% |
| Participation rate | 46.8% | 64.8%-18.0pp | 77.2%-30.4pp | 67.2%-20.4pp |
| Annual return | 30.36% | 36.37%-6.0pp | 405.82%-375.5pp | 160.69%-130.3pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,293 | $4,308+22.9% | $6,221-14.9% | $4,126+28.3% |
| Admin fee / account holder | $879 | $5,402-83.7% | $9,011-90.2% | $5,650-84.4% |