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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 | $65,080 | $134,001-51.4% | $112,258-42.0% | $134,509-51.6% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | 1.91% | 47.15%-45.2pp | 27.47%-25.6pp | 418.13%-416.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,243 | $5,291-0.9% | $4,728+10.9% | $6,400-18.1% |
| Admin fee / account holder | $2,071 | $7,491-72.4% | $6,411-67.7% | $11,427-81.9% |