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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 | $69,709 | $105,856-34.1% | $90,161-22.7% | $147,586-52.8% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 16.27% | 37.63%-21.4pp | 34.89%-18.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,255 | $5,733-43.2% | $5,287-38.4% | $5,439-40.2% |
| Admin fee / account holder | $1,096 | $8,046-86.4% | $5,943-81.6% | $10,886-89.9% |