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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 | $49,527 | $58,258-15.0% | $81,820-39.5% | $80,925-38.8% |
| Participation rate | 58.6% | 63.5%-4.8pp | 72.4%-13.8pp | 67.7%-9.0pp |
| Annual return | 19.00% | 41.76%-22.8pp | 777.93%-758.9pp | 35.65%-16.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,806 | $3,284+15.9% | $4,323-12.0% | $4,299-11.5% |
| Admin fee / account holder | $510 | $4,976-89.8% | $7,391-93.1% | $6,940-92.7% |