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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 | $69,682 | $111,830-37.7% | $93,696-25.6% | $145,884-52.2% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 12.05% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,293 | $4,920-12.7% | $4,417-2.8% | $6,690-35.8% |
| Admin fee / account holder | $10,336 | $10,249+0.9% | $8,287+24.7% | $13,392-22.8% |