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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 | $135,390 | $108,942+24.3% | $100,415+34.8% | $145,897-7.2% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 59.50% | 58.27%+1.2pp | 49.47%+10.0pp | 552.29%-492.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,843 | $8,461-54.6% | $8,091-52.5% | $6,689-42.5% |
| Admin fee / account holder | $1,571 | $9,702-83.8% | $7,906-80.1% | $13,390-88.3% |