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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 | $70,498 | $157,304-55.2% | $141,197-50.1% | $152,909-53.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 31.95% | 64.34%-32.4pp | 71.41%-39.5pp | 345.46%-313.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,338 | $7,111-10.9% | $6,710-5.5% | $5,851+8.3% |
| Admin fee / account holder | $11,495 | $12,126-5.2% | $10,265+12.0% | $11,601-0.9% |