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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 | $60,879 | $58,828+3.5% | $78,002-22.0% | $62,881-3.2% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 16.58% | 17.16%-0.6pp | 425.99%-409.4pp | 20.14%-3.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,550 | $2,686-42.3% | $3,497-55.7% | $3,203-51.6% |
| Admin fee / account holder | $4,922 | $4,393+12.0% | $5,481-10.2% | $4,296+14.6% |