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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 | $44,484 | $162,812-72.7% | $133,971-66.8% | $158,966-72.0% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 17.73% | 41.94%-24.2pp | 45.09%-27.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,839 | $5,910-68.9% | $5,047-63.6% | $5,983-69.3% |
| Admin fee / account holder | $10,949 | $11,741-6.7% | $8,929+22.6% | $11,250-2.7% |