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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 | $130,811 | $89,364+46.4% | $141,177-7.3% | $72,983+79.2% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 30.90% | 111.86%-81.0pp | 71.40%-40.5pp | 81.01%-50.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,377 | $5,419-56.1% | $6,710-64.6% | $3,608-34.1% |
| Admin fee / account holder | $1,005 | $5,959-83.1% | $10,263-90.2% | $5,124-80.4% |