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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 | $31,396 | $77,908-59.7% | $149,696-79.0% | $75,173-58.2% |
| Participation rate | 6.7% | 65.6%-58.9pp | 78.8%-72.1pp | 67.2%-60.5pp |
| Annual return | 14.58% | 31.73%-17.1pp | 134.46%-119.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,136 | $3,411-37.4% | $5,682-62.4% | $4,126-48.2% |
| Admin fee / account holder | $6,262 | $5,950+5.3% | $13,212-52.6% | $5,651+10.8% |