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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 | $47,607 | $58,311-18.4% | $81,882-41.9% | $80,959-41.2% |
| Participation rate | 35.4% | 63.5%-28.1pp | 72.4%-37.0pp | 67.7%-32.3pp |
| Annual return | 11.88% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $210 | $2,347-91.1% | $2,916-92.8% | $2,757-92.4% |
| Participant deferral / active EE | $2,266 | $3,287-31.1% | $4,323-47.6% | $4,300-47.3% |
| Admin fee / account holder | $1,605 | $4,752-66.2% | $7,360-78.2% | $6,925-76.8% |