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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 | $54,356 | $108,942-50.1% | $100,415-45.9% | $145,897-62.7% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 14.54% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,536 | $8,461-70.0% | $8,091-68.7% | $6,689-62.1% |
| Admin fee / account holder | $1,015 | $9,702-89.5% | $7,906-87.2% | $13,390-92.4% |