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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 | $41,906 | $89,364-53.1% | $141,173-70.3% | $72,986-42.6% |
| Participation rate | 45.9% | 75.1%-29.2pp | 82.5%-36.5pp | 69.5%-23.5pp |
| Annual return | 21.56% | 111.86%-90.3pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,380 | $5,419-0.7% | $6,710-19.8% | $3,607+49.1% |
| Admin fee / account holder | $1,304 | $5,959-78.1% | $10,262-87.3% | $5,124-74.6% |