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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 | $41,863 | $108,911-61.6% | $100,392-58.3% | $145,884-71.3% |
| Participation rate | 45.0% | 83.0%-38.0pp | 81.5%-36.5pp | 80.3%-35.3pp |
| Annual return | 20.34% | 58.23%-37.9pp | 49.45%-29.1pp | 551.85%-531.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,949 | $8,459+17.6% | $8,090+23.0% | $6,690+48.7% |
| Admin fee / account holder | $3,275 | $9,698-66.2% | $7,904-58.6% | $13,392-75.5% |