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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 | $40,484 | $184,014-78.0% | $161,149-74.9% | $138,895-70.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.8%-38.8pp | 79.9%-39.9pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,547 | $6,909-19.7% | $6,153-9.8% | $6,396-13.3% |
| Admin fee / account holder | $4,760 | $18,027-73.6% | $15,194-68.7% | $12,562-62.1% |