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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 | $54,520 | $87,016-37.3% | $63,244-13.8% | $125,389-56.5% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | 10.84% | 21.71%-10.9pp | -70.31%+81.2pp | 282.24%-271.4pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,612 | $3,939-59.1% | $2,953-45.4% | $5,352-69.9% |
| Admin fee / account holder | $1,646 | $11,954-86.2% | $5,893-72.1% | $9,541-82.8% |