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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 | $25,728 | $55,437-53.6% | $155,534-83.5% | $74,459-65.4% |
| Participation rate | 57.7% | 61.9%-4.2pp | 78.2%-20.5pp | 67.2%-9.5pp |
| Annual return | 13.27% | 269.58%-256.3pp | 64.92%-51.7pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $135 | $2,266-94.0% | $4,675-97.1% | $2,626-94.9% |
| Participant deferral / active EE | $1,660 | $2,837-41.5% | $5,630-70.5% | $4,350-61.8% |
| Admin fee / account holder | $3,033 | $1,742+74.1% | $15,900-80.9% | $1,945+56.0% |