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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 | $61,258 | $77,920-21.4% | $149,723-59.1% | $75,177-18.5% |
| Participation rate | 20.0% | 65.6%-45.6pp | 78.8%-58.8pp | 67.2%-47.2pp |
| Annual return | 14.89% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,332 | $3,411-61.0% | $5,682-76.6% | $4,126-67.7% |
| Admin fee / account holder | $9,977 | $5,951+67.7% | $13,215-24.5% | $5,651+76.5% |