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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 | $48,329 | $91,198-47.0% | $178,503-72.9% | $79,856-39.5% |
| Participation rate | 34.7% | 69.2%-34.5pp | 81.9%-47.2pp | 69.6%-34.9pp |
| Annual return | 17.36% | 24.20%-6.8pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,929 | $3,237-40.4% | $5,202-62.9% | $3,741-48.4% |
| Admin fee / account holder | $1,217 | $6,748-82.0% | $13,987-91.3% | $5,306-77.1% |