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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 | $50,416 | $118,919-57.6% | $88,538-43.1% | $152,885-67.0% |
| Participation rate | 56.5% | 73.4%-16.9pp | 68.7%-12.2pp | 82.5%-25.9pp |
| Annual return | 16.97% | 47.92%-31.0pp | 43.64%-26.7pp | 345.39%-328.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,329 | $3,549-34.4% | $2,914-20.1% | $5,851-60.2% |
| Admin fee / account holder | $1,451 | $5,876-75.3% | $4,310-66.3% | $11,598-87.5% |