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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 | $74,780 | $63,346+18.1% | $92,239-18.9% | $70,124+6.6% |
| Participation rate | 58.1% | 68.7%-10.5pp | 76.5%-18.3pp | 69.5%-11.4pp |
| Annual return | 16.72% | 530.19%-513.5pp | 176.29%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,023 | $2,854-29.1% | $3,897-48.1% | $3,332-39.3% |
| Admin fee / account holder | $6,413 | $3,841+67.0% | $5,194+23.5% | $4,645+38.0% |