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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 | $36,634 | $102,385-64.2% | $147,080-75.1% | $80,935-54.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 38.91% | 135.09%-96.2pp | 420.17%-381.3pp | 35.66%+3.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,066 | $6,651-38.9% | $8,066-49.6% | $4,299-5.4% |
| Admin fee / account holder | $1,078 | $7,951-86.4% | $12,989-91.7% | $6,924-84.4% |