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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 | $51,015 | $100,147-49.1% | $81,286-37.2% | $145,877-65.0% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.5%-54.1pp | 80.3%-64.9pp |
| Annual return | 11.82% | 34.44%-22.6pp | 24.80%-13.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,114 | $4,607-32.4% | $3,883-19.8% | $6,691-53.5% |
| Admin fee / account holder | $1,428 | $8,201-82.6% | $5,764-75.2% | $13,402-89.3% |