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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 | $111,703 | $100,901+10.7% | $75,670+47.6% | $147,585-24.3% |
| Participation rate | 62.5% | 77.1%-14.6pp | 72.3%-9.8pp | 82.8%-20.3pp |
| Annual return | 19.61% | 35.78%-16.2pp | 27.34%-7.7pp | 578.57%-559.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,983 | $4,027-25.9% | $3,142-5.1% | $5,439-45.1% |
| Admin fee / account holder | $706 | $11,285-93.7% | $5,800-87.8% | $10,885-93.5% |