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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 | $71,631 | $211,224-66.1% | $178,505-59.9% | $145,897-50.9% |
| Participation rate | 23.1% | 80.8%-57.7pp | 77.1%-54.0pp | 80.3%-57.2pp |
| Annual return | 11.51% | 30.28%-18.8pp | 27.16%-15.6pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,866 | $6,966-58.9% | $6,280-54.4% | $6,689-57.2% |
| Admin fee / account holder | $1,079 | $12,109-91.1% | $10,428-89.6% | $13,390-91.9% |