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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 | $50,493 | $132,634-61.9% | $115,768-56.4% | $137,256-63.2% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.4%-13.3pp | 80.0%-18.8pp |
| Annual return | 12.92% | 160.70%-147.8pp | 100.46%-87.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,796 | $5,619-68.0% | $4,917-63.5% | $6,407-72.0% |
| Admin fee / account holder | $3,666 | $15,028-75.6% | $12,439-70.5% | $12,270-70.1% |