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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 | $59,379 | $58,258+1.9% | $81,820-27.4% | $80,925-26.6% |
| Participation rate | 60.4% | 63.5%-3.1pp | 72.4%-12.0pp | 67.7%-7.3pp |
| Annual return | 12.21% | 41.76%-29.6pp | 777.93%-765.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,038 | $3,284-37.9% | $4,323-52.8% | $4,299-52.6% |
| Admin fee / account holder | $3,249 | $4,976-34.7% | $7,391-56.0% | $6,940-53.2% |