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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 | $40,992 | $77,638-47.2% | $156,551-73.8% | $62,881-34.8% |
| Participation rate | 17.5% | 71.2%-53.7pp | 84.0%-66.5pp | 69.3%-51.8pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,184 | $3,046-61.1% | $4,871-75.7% | $3,203-63.0% |
| Admin fee / account holder | $4,344 | $5,561-21.9% | $13,028-66.7% | $4,296+1.1% |