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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 | $69,088 | $117,829-41.4% | $102,423-32.5% | $145,877-52.6% |
| Participation rate | 45.8% | 78.6%-32.8pp | 76.5%-30.7pp | 80.3%-34.5pp |
| Annual return | 15.40% | 31.83%-16.4pp | 29.42%-14.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,266 | $5,732-60.5% | $5,054-55.2% | $6,691-66.1% |
| Admin fee / account holder | $538 | $13,335-96.0% | $9,455-94.3% | $13,402-96.0% |