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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 | $37,510 | $102,422-63.4% | $147,117-74.5% | $80,959-53.7% |
| Participation rate | 32.5% | 75.9%-43.4pp | 82.2%-49.7pp | 67.7%-35.2pp |
| Annual return | 21.25% | 135.16%-113.9pp | 420.54%-399.3pp | 35.67%-14.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,846 | $6,652-27.1% | $8,065-39.9% | $4,300+12.7% |
| Admin fee / account holder | $7,184 | $7,953-9.7% | $12,993-44.7% | $6,925+3.7% |