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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 | $11,557 | $72,071-84.0% | $68,368-83.1% | $137,256-91.6% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.0%-27.3pp |
| Annual return | 14.68% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,751 | $4,410-60.3% | $4,123-57.5% | $6,407-72.7% |
| Admin fee / account holder | $3,435 | $5,336-35.6% | $5,150-33.3% | $12,270-72.0% |