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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 | $57,526 | $156,398-63.2% | $147,318-61.0% | $138,895-58.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,240 | $8,237-48.5% | $7,906-46.4% | $6,396-33.7% |
| Admin fee / account holder | $323 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |