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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 | $75,241 | $42,910+75.3% | $60,919+23.5% | $68,490+9.9% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -13.95% | -13.99%0pp | 16.96%-30.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,399 | $2,866+53.5% | $3,814+15.3% | $4,028+9.2% |
| Admin fee / account holder | $1,371 | $3,104-55.8% | $3,228-57.5% | $5,403-74.6% |