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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 | $62,947 | $181,896-65.4% | $156,551-59.8% | $273,972-77.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 12.61% | 30.74%-18.1pp | 32.23%-19.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,290 | $5,550+31.4% | $4,871+49.7% | $5,287+37.9% |
| Admin fee / account holder | $4,338 | $15,560-72.1% | $13,028-66.7% | $10,133-57.2% |