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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 | $188,196 | $102,385+83.8% | $147,080+28.0% | $80,935+132.5% |
| Participation rate | 52.5% | 75.9%-23.4pp | 82.2%-29.7pp | 67.7%-15.2pp |
| Annual return | 15.54% | 135.09%-119.6pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,087 | $6,651+96.8% | $8,066+62.2% | $4,299+204.4% |
| Admin fee / account holder | $1,724 | $7,951-78.3% | $12,989-86.7% | $6,924-75.1% |