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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 | $43,701 | $60,128-27.3% | $90,440-51.7% | $79,852-45.3% |
| Participation rate | 21.2% | 65.0%-43.8pp | 72.7%-51.5pp | 69.6%-48.4pp |
| Annual return | 18.15% | 71.95%-53.8pp | 1294.38%-1276.2pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,213 | $2,939-24.7% | $3,964-44.2% | $3,740-40.8% |
| Admin fee / account holder | $346 | $3,977-91.3% | $5,615-93.8% | $5,306-93.5% |