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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 | $78,212 | $58,859+32.9% | $129,397-39.6% | $77,714+0.6% |
| Participation rate | 20.2% | 59.3%-39.1pp | 69.6%-49.4pp | 70.6%-50.4pp |
| Annual return | 14.42% | 24.74%-10.3pp | 9453.98%-9439.6pp | 31.26%-16.8pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,389 | $3,215-56.8% | $4,167-66.7% | $4,649-70.1% |
| Admin fee / account holder | $1,575 | $591+166.7% | $7,679-79.5% | $433+263.5% |