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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 | $87,635 | $76,407+14.7% | $150,298-41.7% | $82,448+6.3% |
| Participation rate | 51.7% | 66.4%-14.7pp | 77.8%-26.0pp | 68.1%-16.3pp |
| Annual return | 13.15% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,547 | $3,214-20.8% | $5,453-53.3% | $4,139-38.5% |
| Admin fee / account holder | $356 | $6,352-94.4% | $14,116-97.5% | $7,234-95.1% |