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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 | $29,233 | $108,911-73.2% | $100,392-70.9% | $145,884-80.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 71.48% | 58.23%+13.3pp | 49.45%+22.0pp | 551.85%-480.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $26,787 | $8,459+216.7% | $8,090+231.1% | $6,690+300.4% |
| Admin fee / account holder | $11,261 | $9,698+16.1% | $7,904+42.5% | $13,392-15.9% |