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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 | $99,623 | $65,566+51.9% | $86,235+15.5% | $75,177+32.5% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 14.79% | 46.07%-31.3pp | 1170.03%-1155.2pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,054 | $3,023+34.1% | $3,987+1.7% | $4,126-1.7% |
| Admin fee / account holder | $1,129 | $5,470-79.4% | $6,856-83.5% | $5,651-80.0% |