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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 | $42,285 | $155,555-72.8% | $146,866-71.2% | $155,188-72.8% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.5%-43.6pp | 80.8%-41.9pp |
| Annual return | 14.15% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,493 | $8,044-44.2% | $7,759-42.1% | $6,531-31.2% |
| Admin fee / account holder | $17,983 | $14,755+21.9% | $13,620+32.0% | $14,480+24.2% |