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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 | $57,048 | $111,878-49.0% | $93,727-39.1% | $145,897-60.9% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 14.39% | 204.28%-189.9pp | 133.83%-119.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,944 | $4,920-40.2% | $4,417-33.3% | $6,689-56.0% |
| Admin fee / account holder | $1,181 | $10,256-88.5% | $8,292-85.8% | $13,390-91.2% |