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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 | $63,038 | $107,666-41.5% | $102,184-38.3% | $154,746-59.3% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.6%-38.2pp | 80.7%-36.3pp |
| Annual return | 22.04% | 29.33%-7.3pp | 31.58%-9.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,618 | $8,719-1.2% | $8,309+3.7% | $6,730+28.0% |
| Admin fee / account holder | $1,058 | $12,943-91.8% | $11,609-90.9% | $14,365-92.6% |