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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 | $64,414 | $176,786-63.6% | $146,643-56.1% | $167,536-61.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 11.45% | 24.04%-12.6pp | 22.75%-11.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,367 | $6,440-16.7% | $5,506-2.5% | $6,342-15.4% |
| Admin fee / account holder | $498 | $13,262-96.2% | $10,280-95.2% | $12,315-96.0% |