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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 | $28,152 | $75,183-62.6% | $123,894-77.3% | $55,167-49.0% |
| Participation rate | 66.3% | 72.8%-6.5pp | 81.4%-15.1pp | 69.0%-2.7pp |
| Annual return | 8.48% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,315 | $5,084-34.8% | $5,984-44.6% | $3,054+8.6% |
| Admin fee / account holder | $1,137 | $663+71.6% | $8,357-86.4% | $504+125.7% |