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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 | $64,086 | $153,769-58.3% | $133,975-52.2% | $273,972-76.6% |
| Participation rate | 47.8% | 88.4%-40.5pp | 87.1%-39.2pp | 83.0%-35.2pp |
| Annual return | 13.52% | 36.51%-23.0pp | 29.29%-15.8pp | 41.46%-27.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,126 | $6,958+2.4% | $6,282+13.4% | $5,287+34.8% |
| Admin fee / account holder | $3,594 | $11,765-69.4% | $9,324-61.5% | $10,133-64.5% |