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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 | $30,605 | $60,442-49.4% | $96,754-68.4% | $87,485-65.0% |
| Participation rate | 44.1% | 58.7%-14.6pp | 70.3%-26.2pp | 68.9%-24.8pp |
| Annual return | 15.16% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,754 | $3,280+136.4% | $4,758+63.0% | $4,274+81.4% |
| Admin fee / account holder | $8,288 | $5,069+63.5% | $8,905-6.9% | $7,775+6.6% |