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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 | $68,761 | $114,013-39.7% | $103,693-33.7% | $155,188-55.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 16.37% | 49.31%-32.9pp | 47.61%-31.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,920 | $4,970+39.2% | $4,579+51.1% | $6,531+6.0% |
| Admin fee / account holder | $587 | $8,407-93.0% | $7,858-92.5% | $14,480-95.9% |