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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 | $106,400 | $89,370+19.1% | $141,197-24.6% | $72,976+45.8% |
| Participation rate | 64.9% | 75.1%-10.3pp | 82.5%-17.6pp | 69.5%-4.6pp |
| Annual return | 28.36% | 111.88%-83.5pp | 71.41%-43.0pp | 81.02%-52.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,688 | $5,419+5.0% | $6,710-15.2% | $3,608+57.6% |
| Admin fee / account holder | $420 | $5,957-93.0% | $10,265-95.9% | $5,124-91.8% |