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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 | $100,275 | $101,618-1.3% | $93,063+7.7% | $137,256-26.9% |
| Participation rate | 45.0% | 74.9%-29.9pp | 72.1%-27.1pp | 80.0%-35.0pp |
| Annual return | 19.34% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $841 | $4,279-80.3% | $3,958-78.7% | $6,407-86.9% |
| Admin fee / account holder | $498 | $6,198-92.0% | $6,033-91.7% | $12,270-95.9% |