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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 | $71,343 | $53,128+34.3% | $86,582-17.6% | $70,126+1.7% |
| Participation rate | 48.6% | 65.3%-16.7pp | 73.5%-24.9pp | 69.5%-20.9pp |
| Annual return | 14.80% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,827 | $2,695+79.1% | $3,609+33.8% | $3,332+44.9% |
| Admin fee / account holder | $26,342 | $3,584+635.0% | $4,904+437.1% | $4,645+467.0% |