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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 | $79,595 | $212,386-62.5% | $199,883-60.2% | $138,895-42.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 12.73% | 47.75%-35.0pp | 43.81%-31.1pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,884 | $9,617-49.2% | $9,138-46.6% | $6,396-23.6% |
| Admin fee / account holder | $3,921 | $18,233-78.5% | $17,268-77.3% | $12,562-68.8% |