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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 | $85,906 | $154,228-44.3% | $145,433-40.9% | $137,256-37.4% |
| Participation rate | 26.3% | 83.8%-57.5pp | 82.1%-55.8pp | 80.0%-53.6pp |
| Annual return | 14.24% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,977 | $8,216-63.8% | $7,897-62.3% | $6,407-53.5% |
| Admin fee / account holder | $3,368 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |