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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 | $129,557 | $106,247+21.9% | $96,515+34.2% | $139,466-7.1% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.3pp |
| Annual return | 64.38% | 38.47%+25.9pp | 35.73%+28.6pp | 373.66%-309.3pp |
| Employer contribution / active EE | $645 | $4,106-84.3% | $3,740-82.7% | $4,754-86.4% |
| Participant deferral / active EE | $2,181 | $5,456-60.0% | $4,880-55.3% | $6,712-67.5% |
| Admin fee / account holder | $58,208 | $7,885+638.2% | $6,735+764.2% | $11,409+410.2% |