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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 | $32,203 | $64,324-49.9% | $118,946-72.9% | $79,852-59.7% |
| Participation rate | 23.3% | 64.9%-41.5pp | 75.4%-52.1pp | 69.6%-46.3pp |
| Annual return | 13.13% | 86.45%-73.3pp | 35.89%-22.8pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,177 | $2,824-58.3% | $4,266-72.4% | $3,740-68.5% |
| Admin fee / account holder | $482 | $4,040-88.1% | $6,581-92.7% | $5,306-90.9% |