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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 | $106,524-51.7% | $152,301-66.2% | $87,485-41.1% |
| Participation rate | 36.4% | 75.8%-39.4pp | 82.4%-46.1pp | 68.9%-32.6pp |
| Annual return | 16.65% | 26.89%-10.2pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,043 | $6,525-38.0% | $8,004-49.5% | $4,274-5.4% |
| Admin fee / account holder | $1,128 | $8,287-86.4% | $14,398-92.2% | $7,775-85.5% |