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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 | $64,627 | $125,797-48.6% | $170,043-62.0% | $75,173-14.0% |
| Participation rate | 65.7% | 83.6%-17.9pp | 87.0%-21.3pp | 67.2%-1.5pp |
| Annual return | 67.95% | 27.20%+40.8pp | 53.40%+14.5pp | 160.72%-92.8pp |
| Employer contribution / active EE | $1,436 | $4,616-68.9% | $6,790-78.9% | $2,671-46.2% |
| Participant deferral / active EE | $3,879 | $6,838-43.3% | $10,410-62.7% | $4,126-6.0% |
| Admin fee / account holder | $16,533 | $8,177+102.2% | $12,824+28.9% | $5,651+192.6% |