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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 | $225,884 | $96,419+134.3% | $80,648+180.1% | $139,487+61.9% |
| Participation rate | 47.1% | 73.6%-26.6pp | 67.0%-20.0pp | 80.3%-33.3pp |
| Annual return | 14.92% | 1352.86%-1337.9pp | 937.21%-922.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $118 | $3,261-96.4% | $2,724-95.7% | $4,755-97.5% |
| Participant deferral / active EE | $2,246 | $5,225-57.0% | $4,443-49.4% | $6,713-66.5% |
| Admin fee / account holder | $657 | $6,605-90.1% | $5,382-87.8% | $11,407-94.2% |