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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 | $83,603 | $70,366+18.8% | $66,674+25.4% | $138,895-39.8% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.7%-38.9pp | 79.9%-45.1pp |
| Annual return | 15.33% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,930 | $4,374-33.0% | $4,084-28.3% | $6,396-54.2% |
| Admin fee / account holder | $1,857 | $5,262-64.7% | $5,098-63.6% | $12,562-85.2% |