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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 | $83,603 | $72,071+16.0% | $68,368+22.3% | $137,256-39.1% |
| Participation rate | 34.8% | 76.2%-41.5pp | 73.8%-39.0pp | 80.0%-45.2pp |
| Annual return | 15.33% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,930 | $4,410-33.6% | $4,123-28.9% | $6,407-54.3% |
| Admin fee / account holder | $1,857 | $5,336-65.2% | $5,150-63.9% | $12,270-84.9% |