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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 | $51,670 | $107,368-51.9% | $92,915-44.4% | $152,909-66.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.08% | 145.64%-127.6pp | 109.45%-91.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $64 | $4,222-98.5% | $3,653-98.2% | $4,764-98.7% |
| Participant deferral / active EE | $4,434 | $4,848-8.5% | $4,238+4.6% | $5,851-24.2% |
| Admin fee / account holder | $13,313 | $7,082+88.0% | $5,796+129.7% | $11,601+14.8% |