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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 | $72,272 | $211,224-65.8% | $178,505-59.5% | $145,897-50.5% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 16.53% | 30.28%-13.8pp | 27.16%-10.6pp | 552.29%-535.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,136 | $6,966+31.2% | $6,280+45.5% | $6,689+36.6% |
| Admin fee / account holder | $2,859 | $12,109-76.4% | $10,428-72.6% | $13,390-78.6% |