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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 | $93,647 | $53,128+76.3% | $86,582+8.2% | $70,126+33.5% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.8pp | 69.5%-32.8pp |
| Annual return | 14.45% | 27.66%-13.2pp | 965.08%-950.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,794 | $2,695-33.4% | $3,609-50.3% | $3,332-46.2% |
| Admin fee / account holder | $806 | $3,584-77.5% | $4,904-83.6% | $4,645-82.6% |