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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 | $51,623 | $111,785-53.8% | $93,669-44.9% | $145,877-64.6% |
| Participation rate | 15.4% | 74.2%-58.8pp | 68.7%-53.3pp | 80.3%-64.9pp |
| Annual return | 14.07% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $542 | $3,096-82.5% | $2,424-77.6% | $4,663-88.4% |
| Participant deferral / active EE | $1,987 | $4,919-59.6% | $4,416-55.0% | $6,691-70.3% |
| Admin fee / account holder | $1,599 | $10,256-84.4% | $8,291-80.7% | $13,402-88.1% |