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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 | $40,843 | $56,110-27.2% | $94,993-57.0% | $70,126-41.8% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.9%-22.3pp | 69.5%-17.9pp |
| Annual return | 13.14% | 51.02%-37.9pp | 27.14%-14.0pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,887 | $2,391-21.1% | $3,317-43.1% | $3,332-43.4% |
| Admin fee / account holder | $2,785 | $3,456-19.4% | $4,960-43.9% | $4,645-40.1% |