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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 | $55,955 | $66,004-15.2% | $81,820-31.6% | $77,714-28.0% |
| Participation rate | 16.7% | 65.8%-49.1pp | 72.4%-55.7pp | 70.6%-53.9pp |
| Annual return | 41.20% | 26.65%+14.6pp | 777.93%-736.7pp | 31.26%+9.9pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,037 | $3,508-41.9% | $4,323-52.9% | $4,649-56.2% |
| Admin fee / account holder | $2,515 | $527+377.3% | $7,391-66.0% | $433+480.4% |