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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 | $126,097 | $49,897+152.7% | $80,648+56.4% | $75,177+67.7% |
| Participation rate | 58.1% | 55.3%+2.7pp | 67.0%-8.9pp | 67.2%-9.1pp |
| Annual return | 16.08% | 34.68%-18.6pp | 937.21%-921.1pp | 160.75%-144.7pp |
| Employer contribution / active EE | $43 | $1,699-97.4% | $2,724-98.4% | $2,671-98.4% |
| Participant deferral / active EE | $2,767 | $2,992-7.5% | $4,443-37.7% | $4,126-32.9% |
| Admin fee / account holder | $22,993 | $3,579+542.5% | $5,382+327.2% | $5,651+306.9% |