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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 | $17,444 | $100,938-82.7% | $90,461-80.7% | $158,982-89.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 14.21% | 1727.20%-1713.0pp | 1294.76%-1280.6pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,616 | $4,350+6.1% | $3,964+16.4% | $5,983-22.8% |
| Admin fee / account holder | $2,549 | $6,510-60.8% | $5,617-54.6% | $11,252-77.3% |