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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 | $42,613 | $81,358-47.6% | $155,556-72.6% | $80,959-47.4% |
| Participation rate | 32.9% | 66.3%-33.3pp | 78.2%-45.3pp | 67.7%-34.7pp |
| Annual return | 31.86% | 33.39%-1.5pp | 64.84%-33.0pp | 35.67%-3.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,485 | $3,455-57.0% | $5,631-73.6% | $4,300-65.5% |
| Admin fee / account holder | $1,477 | $7,994-81.5% | $15,885-90.7% | $6,925-78.7% |