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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 | $37,110 | $101,063-63.3% | $81,473-54.5% | $147,586-74.9% |
| Participation rate | 34.8% | 74.5%-39.7pp | 68.0%-33.2pp | 82.8%-48.0pp |
| Annual return | 18.89% | 32.41%-13.5pp | 38.78%-19.9pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $955 | $4,242-77.5% | $3,537-73.0% | $5,439-82.4% |
| Admin fee / account holder | $1,259 | $5,812-78.3% | $4,561-72.4% | $10,886-88.4% |