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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 | $57,574 | $106,749-46.1% | $145,433-60.4% | $82,448-30.2% |
| Participation rate | 63.8% | 75.6%-11.9pp | 82.1%-18.3pp | 68.1%-4.3pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,257 | $6,519-34.7% | $7,897-46.1% | $4,139+2.9% |
| Admin fee / account holder | $4,176 | $8,390-50.2% | $13,129-68.2% | $7,234-42.3% |