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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 | $46,971 | $201,370-76.7% | $184,256-74.5% | $145,897-67.8% |
| Participation rate | 10.0% | 87.5%-77.5pp | 86.8%-76.8pp | 80.3%-70.3pp |
| Annual return | 10.15% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $381 | $16,364-97.7% | $13,899-97.3% | $13,390-97.2% |