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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 | $111,096 | $108,882+2.0% | $96,754+14.8% | $154,746-28.2% |
| Participation rate | 38.9% | 75.1%-36.2pp | 70.3%-31.4pp | 80.7%-41.8pp |
| Annual return | 13.89% | 98.39%-84.5pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,290 | $5,323-19.4% | $4,758-9.8% | $6,730-36.3% |
| Admin fee / account holder | $2,413 | $10,200-76.3% | $8,905-72.9% | $14,365-83.2% |