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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 | $57,604 | $58,258-1.1% | $81,820-29.6% | $80,925-28.8% |
| Participation rate | 18.4% | 63.5%-45.1pp | 72.4%-54.0pp | 67.7%-49.3pp |
| Annual return | 18.18% | 41.76%-23.6pp | 777.93%-759.7pp | 35.65%-17.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,712 | $3,284-47.9% | $4,323-60.4% | $4,299-60.2% |
| Admin fee / account holder | $770 | $4,976-84.5% | $7,391-89.6% | $6,940-88.9% |