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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 | $160,694 | $165,912-3.1% | $122,342+31.3% | $147,585+8.9% |
| Participation rate | 52.6% | 79.6%-26.9pp | 71.6%-19.0pp | 82.8%-30.2pp |
| Annual return | 17.47% | 34.55%-17.1pp | 30.28%-12.8pp | 578.57%-561.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,596 | $4,005-10.2% | $3,287+9.4% | $5,439-33.9% |
| Admin fee / account holder | $15,970 | $7,424+115.1% | $5,478+191.5% | $10,885+46.7% |