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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 | $76,853 | $49,976+53.8% | $66,674+15.3% | $82,637-7.0% |
| Participation rate | 55.6% | 63.1%-7.5pp | 73.7%-18.1pp | 68.1%-12.5pp |
| Annual return | 14.60% | 39.09%-24.5pp | 321.24%-306.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,028 | $2,847-28.7% | $4,084-50.3% | $4,126-50.8% |
| Admin fee / account holder | $9,693 | $4,594+111.0% | $5,098+90.1% | $7,339+32.1% |