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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 | $17,281 | $49,976-65.4% | $66,674-74.1% | $82,637-79.1% |
| Participation rate | 26.4% | 63.1%-36.7pp | 73.7%-47.3pp | 68.1%-41.6pp |
| Annual return | 33.65% | 39.09%-5.4pp | 321.24%-287.6pp | 53.51%-19.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $652 | $2,847-77.1% | $4,084-84.0% | $4,126-84.2% |
| Admin fee / account holder | $2,380 | $4,594-48.2% | $5,098-53.3% | $7,339-67.6% |