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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 | $64,634 | $142,426-54.6% | $115,167-43.9% | $152,909-57.7% |
| Participation rate | 25.0% | 82.4%-57.4pp | 75.9%-50.9pp | 82.5%-57.5pp |
| Annual return | 16.34% | 41.48%-25.1pp | 35.60%-19.3pp | 345.46%-329.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,111 | $5,165-39.8% | $4,169-25.4% | $5,851-46.8% |
| Admin fee / account holder | $39,139 | $8,464+362.4% | $7,089+452.1% | $11,601+237.4% |