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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 | $60,986 | $127,387-52.1% | $115,038-47.0% | $125,389-51.4% |
| Participation rate | 43.8% | 84.2%-40.4pp | 81.4%-37.6pp | 83.2%-39.4pp |
| Annual return | -0.77% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,942 | $6,423-38.6% | $6,026-34.6% | $5,352-26.3% |
| Admin fee / account holder | $7,555 | $9,516-20.6% | $8,175-7.6% | $9,541-20.8% |