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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 | $23,932 | $226,105-89.4% | $182,540-86.9% | $152,897-84.3% |
| Participation rate | 22.7% | 82.5%-59.7pp | 78.0%-55.2pp | 82.5%-59.7pp |
| Annual return | 17.18% | 192.58%-175.4pp | 148.58%-131.4pp | 345.43%-328.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,634 | $6,370-58.7% | $5,525-52.3% | $5,851-55.0% |
| Admin fee / account holder | $7,107 | $10,706-33.6% | $8,593-17.3% | $11,599-38.7% |