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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 | $56,024 | $102,382-45.3% | $147,005-61.9% | $80,874-30.7% |
| Participation rate | 40.5% | 75.8%-35.3pp | 82.2%-41.6pp | 67.6%-27.1pp |
| Annual return | 15.17% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $125 | $3,715-96.6% | $4,934-97.5% | $2,756-95.5% |
| Participant deferral / active EE | $8,683 | $6,646+30.6% | $8,070+7.6% | $4,297+102.1% |
| Admin fee / account holder | $7,224 | $7,942-9.0% | $13,006-44.5% | $6,935+4.2% |