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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 | $35,258 | $115,911-69.6% | $100,530-64.9% | $158,950-77.8% |
| Participation rate | 60.9% | 81.6%-20.7pp | 79.4%-18.5pp | 82.0%-21.1pp |
| Annual return | 27.03% | 34.80%-7.8pp | 30.89%-3.9pp | 302.91%-275.9pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,877 | $6,676-56.9% | $6,271-54.1% | $5,983-51.9% |
| Admin fee / account holder | $692 | $10,999-93.7% | $8,083-91.4% | $11,248-93.9% |