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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 | $87,768 | $77,157+13.8% | $108,405-19.0% | $85,851+2.2% |
| Participation rate | 57.1% | 74.7%-17.5pp | 80.1%-23.0pp | 69.3%-12.2pp |
| Annual return | 18.86% | 44.55%-25.7pp | 905.55%-886.7pp | 318.63%-299.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,899 | $5,567+59.9% | $6,563+35.6% | $3,952+125.1% |
| Admin fee / account holder | $16,204 | $5,174+213.2% | $7,297+122.1% | $6,261+158.8% |