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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 | $44,935 | $88,815-49.4% | $81,882-45.1% | $145,897-69.2% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.9pp |
| Annual return | 17.27% | 1033.75%-1016.5pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,665 | $4,647-64.2% | $4,323-61.5% | $6,689-75.1% |
| Admin fee / account holder | $1,491 | $8,434-82.3% | $7,360-79.7% | $13,390-88.9% |