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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 | $89,645 | $105,284-14.9% | $150,734-40.5% | $94,015-4.6% |
| Participation rate | 53.1% | 71.7%-18.6pp | 78.4%-25.3pp | 70.8%-17.7pp |
| Annual return | 11.27% | 15.67%-4.4pp | 600.81%-589.5pp | 17.84%-6.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,228 | $4,274-24.5% | $5,610-42.5% | $4,249-24.0% |
| Admin fee / account holder | $13,721 | $9,839+39.5% | $14,905-7.9% | $8,951+53.3% |