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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 | $79,161 | $79,1810% | $102,423-22.7% | $74,429+6.4% |
| Participation rate | 53.5% | 74.8%-21.3pp | 76.5%-23.0pp | 67.2%-13.7pp |
| Annual return | 25.32% | 54.97%-29.7pp | 29.42%-4.1pp | 1368.38%-1343.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,356 | $4,416+43.9% | $5,054+25.8% | $4,348+46.2% |
| Admin fee / account holder | $12,328 | $2,002+515.8% | $9,455+30.4% | $1,944+534.0% |