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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 | $22,877 | $108,882-79.0% | $96,754-76.4% | $154,746-85.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 70.3%-7.8pp | 80.7%-18.2pp |
| Annual return | 21.52% | 98.39%-76.9pp | 82.04%-60.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,740 | $5,323+7.8% | $4,758+20.6% | $6,730-14.7% |
| Admin fee / account holder | $739 | $10,200-92.8% | $8,905-91.7% | $14,365-94.9% |