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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 | $179,099 | $124,330+44.1% | $109,173+64.1% | $167,536+6.9% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 10.04% | 26.04%-16.0pp | 25.75%-15.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,637 | $5,256-68.9% | $4,654-64.8% | $6,342-74.2% |
| Admin fee / account holder | $46,990 | $7,974+489.3% | $6,755+595.6% | $12,315+281.6% |