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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 | $18,352 | $111,785-83.6% | $93,669-80.4% | $145,877-87.4% |
| Participation rate | 54.2% | 74.2%-20.1pp | 68.7%-14.6pp | 80.3%-26.1pp |
| Annual return | 12.71% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $523 | $3,096-83.1% | $2,424-78.4% | $4,663-88.8% |
| Participant deferral / active EE | $3,012 | $4,919-38.8% | $4,416-31.8% | $6,691-55.0% |
| Admin fee / account holder | $2,070 | $10,256-79.8% | $8,291-75.0% | $13,402-84.6% |