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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 | $70,380 | $115,903-39.3% | $100,528-30.0% | $158,966-55.7% |
| Participation rate | 31.6% | 81.6%-50.0pp | 79.4%-47.8pp | 82.0%-50.4pp |
| Annual return | 17.19% | 34.80%-17.6pp | 30.90%-13.7pp | 302.95%-285.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,647 | $6,677-15.4% | $6,271-10.0% | $5,983-5.6% |
| Admin fee / account holder | $5,776 | $11,000-47.5% | $8,084-28.6% | $11,250-48.7% |