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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 | $51,497 | $107,421-52.1% | $182,262-71.7% | $94,015-45.2% |
| Participation rate | 36.4% | 77.8%-41.4pp | 84.2%-47.9pp | 70.8%-34.5pp |
| Annual return | 16.65% | 21.32%-4.7pp | 140.60%-124.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,043 | $6,558-38.4% | $8,276-51.2% | $4,249-4.9% |
| Admin fee / account holder | $1,128 | $8,692-87.0% | $16,712-93.3% | $8,951-87.4% |