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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 | $48,686 | $101,618-52.1% | $93,063-47.7% | $137,256-64.5% |
| Participation rate | 38.1% | 74.9%-36.8pp | 72.1%-34.0pp | 80.0%-41.9pp |
| Annual return | 21.26% | 223.95%-202.7pp | 34.15%-12.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,020 | $4,279-29.4% | $3,958-23.7% | $6,407-52.9% |
| Admin fee / account holder | $1,198 | $6,198-80.7% | $6,033-80.2% | $12,270-90.2% |