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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 | $116,380 | $197,625-41.1% | $177,840-34.6% | $158,966-26.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 27.24% | 58.76%-31.5pp | 48.32%-21.1pp | 302.95%-275.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,533 | $8,405-22.3% | $7,714-15.3% | $5,983+9.2% |
| Admin fee / account holder | $1,957 | $15,405-87.3% | $12,431-84.3% | $11,250-82.6% |