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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 | $42,072 | $56,110-25.0% | $94,993-55.7% | $70,131-40.0% |
| Participation rate | 39.8% | 65.0%-25.2pp | 73.9%-34.1pp | 69.5%-29.8pp |
| Annual return | 16.71% | 51.02%-34.3pp | 27.12%-10.4pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $944 | $2,391-60.5% | $3,317-71.5% | $3,332-71.7% |
| Admin fee / account holder | $1,871 | $3,456-45.9% | $4,960-62.3% | $4,645-59.7% |