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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 | $51,983 | $53,128-2.2% | $86,582-40.0% | $70,126-25.9% |
| Participation rate | 24.4% | 65.3%-40.9pp | 73.5%-49.2pp | 69.5%-45.2pp |
| Annual return | 16.39% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $813 | $2,695-69.8% | $3,609-77.5% | $3,332-75.6% |
| Admin fee / account holder | $5,905 | $3,584+64.8% | $4,904+20.4% | $4,645+27.1% |