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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 | $20,401 | $49,891-59.1% | $80,607-74.7% | $75,181-72.9% |
| Participation rate | 55.1% | 55.3%-0.2pp | 67.0%-11.9pp | 67.2%-12.1pp |
| Annual return | 40.20% | 34.67%+5.5pp | 936.11%-895.9pp | 160.69%-120.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,322 | $2,991+178.2% | $4,448+87.1% | $4,126+101.7% |
| Admin fee / account holder | $4,468 | $3,578+24.9% | $5,379-16.9% | $5,650-20.9% |