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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 | $73,128 | $86,940-15.9% | $102,434-28.6% | $80,935-9.6% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.7%-10.8pp |
| Annual return | 81.35% | 18.89%+62.5pp | 29.46%+51.9pp | 35.66%+45.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,008 | $4,121-27.0% | $5,055-40.5% | $4,299-30.0% |
| Admin fee / account holder | $1,581 | $8,047-80.4% | $9,462-83.3% | $6,924-77.2% |