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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 | $55,204 | $55,446-0.4% | $155,574-64.5% | $74,429-25.8% |
| Participation rate | 14.3% | 61.9%-47.6pp | 78.2%-63.9pp | 67.2%-52.9pp |
| Annual return | 15.04% | 269.20%-254.2pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,167 | $2,836-58.8% | $5,629-79.3% | $4,348-73.2% |
| Admin fee / account holder | $716 | $1,743-58.9% | $15,914-95.5% | $1,944-63.2% |