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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 | $35,493 | $102,422-65.3% | $147,117-75.9% | $80,959-56.2% |
| Participation rate | 47.7% | 75.9%-28.1pp | 82.2%-34.5pp | 67.7%-19.9pp |
| Annual return | 18.81% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,282 | $6,652-50.7% | $8,065-59.3% | $4,300-23.7% |
| Admin fee / account holder | $400 | $7,953-95.0% | $12,993-96.9% | $6,925-94.2% |