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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 | $50,111 | $102,429-51.1% | $147,096-65.9% | $80,925-38.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 17.64% | 135.02%-117.4pp | 419.75%-402.1pp | 35.65%-18.0pp |
| Employer contribution / active EE | $3 | $3,716-99.9% | $4,936-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $11,506 | $6,649+73.1% | $8,071+42.6% | $4,299+167.7% |
| Admin fee / account holder | $10,286 | $7,957+29.3% | $13,005-20.9% | $6,940+48.2% |