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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 | $151,379 | $78,707+92.3% | $117,861+28.4% | $70,126+115.9% |
| Participation rate | 35.7% | 73.2%-37.5pp | 79.7%-44.0pp | 69.5%-33.8pp |
| Annual return | 15.06% | 23.30%-8.2pp | 335.11%-320.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,947 | $3,297-10.6% | $4,482-34.3% | $3,332-11.6% |
| Admin fee / account holder | $20,005 | $5,066+294.9% | $8,021+149.4% | $4,645+330.6% |