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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 | $109,295 | $109,967-0.6% | $97,197+12.4% | $145,877-25.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.44% | 244.27%-233.8pp | 75.47%-65.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,149 | $4,676-54.0% | $4,263-49.6% | $6,691-67.9% |
| Admin fee / account holder | $517 | $6,199-91.7% | $5,637-90.8% | $13,402-96.1% |