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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 | $142,483 | $157,304-9.4% | $141,197+0.9% | $152,909-6.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 16.49% | 64.34%-47.9pp | 71.41%-54.9pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,252 | $7,111+2.0% | $6,710+8.1% | $5,851+23.9% |
| Admin fee / account holder | $564 | $12,126-95.4% | $10,265-94.5% | $11,601-95.1% |