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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 | $25,090 | $100,203-75.0% | $85,240-70.6% | $145,897-82.8% |
| Participation rate | 47.8% | 74.1%-26.3pp | 67.5%-19.7pp | 80.3%-32.5pp |
| Annual return | 14.54% | 84.28%-69.7pp | 66.75%-52.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,547 | $5,299-51.9% | $4,527-43.7% | $6,689-61.9% |
| Admin fee / account holder | $8,093 | $7,265+11.4% | $6,165+31.3% | $13,390-39.6% |