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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 | $44,692 | $111,787-60.0% | $93,681-52.3% | $145,978-69.4% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 11.57% | 203.52%-191.9pp | 133.47%-121.9pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,620 | $4,918-26.4% | $4,415-18.0% | $6,690-45.9% |
| Admin fee / account holder | $1,171 | $10,256-88.6% | $8,290-85.9% | $13,400-91.3% |