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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 | $87,262 | $98,776-11.7% | $149,745-41.7% | $79,856+9.3% |
| Participation rate | 43.4% | 75.8%-32.4pp | 82.5%-39.1pp | 69.6%-26.2pp |
| Annual return | 18.91% | 27.38%-8.5pp | 276.72%-257.8pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,323 | $5,681-41.5% | $6,843-51.4% | $3,741-11.2% |
| Admin fee / account holder | $313 | $6,053-94.8% | $9,312-96.6% | $5,306-94.1% |