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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 | $48,663 | $135,956-64.2% | $123,894-60.7% | $273,972-82.2% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 5.17% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,807 | $6,343-55.7% | $5,984-53.1% | $5,287-46.9% |
| Admin fee / account holder | $2,927 | $9,817-70.2% | $8,357-65.0% | $10,133-71.1% |