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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 | $30,244 | $115,917-73.9% | $100,535-69.9% | $158,982-81.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 27.45% | 34.80%-7.3pp | 30.90%-3.4pp | 302.99%-275.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,406 | $6,677-49.0% | $6,271-45.7% | $5,983-43.1% |
| Admin fee / account holder | $1,425 | $11,002-87.1% | $8,085-82.4% | $11,252-87.3% |