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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 | $28,876 | $107,363-73.1% | $92,909-68.9% | $152,897-81.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 16.57% | 145.63%-129.1pp | 109.44%-92.9pp | 345.43%-328.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,310 | $4,848-73.0% | $4,238-69.1% | $5,851-77.6% |
| Admin fee / account holder | $763 | $7,082-89.2% | $5,795-86.8% | $11,599-93.4% |