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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 | $60,684 | $59,456+2.1% | $93,669-35.2% | $74,429-18.5% |
| Participation rate | 35.1% | 59.6%-24.5pp | 68.7%-33.6pp | 67.2%-32.1pp |
| Annual return | 13.39% | 82.00%-68.6pp | 133.59%-120.2pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,872 | $3,052-5.9% | $4,416-35.0% | $4,348-33.9% |
| Admin fee / account holder | $9,646 | $3,026+218.8% | $8,291+16.3% | $1,944+396.1% |