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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 | $44,528 | $211,105-78.9% | $178,449-75.0% | $145,978-69.5% |
| Participation rate | 47.4% | 80.8%-33.4pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 13.62% | 30.19%-16.6pp | 27.09%-13.5pp | 550.52%-536.9pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,802 | $6,959-45.4% | $6,277-39.4% | $6,690-43.2% |
| Admin fee / account holder | $598 | $12,017-95.0% | $10,362-94.2% | $13,400-95.5% |