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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 | $57,027 | $149,778-61.9% | $118,946-52.1% | $158,950-64.1% |
| Participation rate | 39.1% | 82.1%-43.0pp | 75.4%-36.3pp | 82.0%-42.8pp |
| Annual return | 10.18% | 19.95%-9.8pp | 35.89%-25.7pp | 302.91%-292.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,838 | $5,225-64.8% | $4,266-56.9% | $5,983-69.3% |
| Admin fee / account holder | $1,903 | $8,604-77.9% | $6,581-71.1% | $11,248-83.1% |