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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 | $73,275 | $71,197+2.9% | $93,669-21.8% | $80,925-9.5% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.7%-25.2pp |
| Annual return | 13.12% | 11.27%+1.9pp | 133.59%-120.5pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,322 | $4,036-17.7% | $4,416-24.8% | $4,299-22.7% |
| Admin fee / account holder | $1,693 | $6,959-75.7% | $8,291-79.6% | $6,940-75.6% |