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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 | $68,821 | $101,795-32.4% | $165,100-58.3% | $80,959-15.0% |
| Participation rate | 62.9% | 71.8%-8.9pp | 78.6%-15.7pp | 67.7%-4.8pp |
| Annual return | 19.18% | 16.73%+2.5pp | 70.21%-51.0pp | 35.67%-16.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,281 | $4,476+85.0% | $6,035+37.2% | $4,300+92.6% |
| Admin fee / account holder | $3,799 | $8,221-53.8% | $12,696-70.1% | $6,925-45.1% |