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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 | $78,743 | $155,555-49.4% | $146,866-46.4% | $155,188-49.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 12.24% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,809 | $8,044-40.2% | $7,759-38.0% | $6,531-26.4% |
| Admin fee / account holder | $4,665 | $14,755-68.4% | $13,620-65.7% | $14,480-67.8% |