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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 | $30,856 | $93,598-67.0% | $135,974-77.3% | $75,173-59.0% |
| Participation rate | 28.1% | 75.2%-47.1pp | 81.9%-53.8pp | 67.2%-39.1pp |
| Annual return | 25.63% | 30.89%-5.3pp | 68.30%-42.7pp | 160.72%-135.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,408 | $6,405-46.8% | $7,760-56.1% | $4,126-17.4% |
| Admin fee / account holder | $331 | $6,978-95.3% | $10,767-96.9% | $5,651-94.1% |