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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 | $68,763 | $154,228-55.4% | $145,433-52.7% | $137,256-49.9% |
| Participation rate | 10.5% | 83.8%-73.3pp | 82.1%-71.6pp | 80.0%-69.4pp |
| Annual return | 48.50% | 74.59%-26.1pp | 66.58%-18.1pp | 220.34%-171.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $47,511 | $8,216+478.2% | $7,897+501.6% | $6,407+641.6% |
| Admin fee / account holder | $11,134 | $14,344-22.4% | $13,129-15.2% | $12,270-9.3% |