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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 | $140,110 | $102,385+36.8% | $147,080-4.7% | $80,935+73.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 18.62% | 135.09%-116.5pp | 420.17%-401.6pp | 35.66%-17.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,868 | $6,651-11.8% | $8,066-27.3% | $4,299+36.5% |
| Admin fee / account holder | $5,080 | $7,951-36.1% | $12,989-60.9% | $6,924-26.6% |