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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 | $55,461 | $81,696-32.1% | $70,494-21.3% | $158,982-65.1% |
| Participation rate | 46.2% | 77.7%-31.6pp | 75.1%-28.9pp | 82.0%-35.8pp |
| Annual return | 14.83% | 208.70%-193.9pp | 109.16%-94.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $985 | $4,558-78.4% | $3,711-73.5% | $5,983-83.5% |
| Admin fee / account holder | $650 | $6,200-89.5% | $3,848-83.1% | $11,252-94.2% |