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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 | $61,474 | $91,086-32.5% | $203,872-69.8% | $86,983-29.3% |
| Participation rate | 31.4% | 65.8%-34.5pp | 77.8%-46.4pp | 69.5%-38.2pp |
| Annual return | 0.00% | 22.30%-22.3pp | 85.11%-85.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,555 | $4,019-61.3% | $6,388-75.7% | $4,194-62.9% |
| Admin fee / account holder | $489 | $8,987-94.6% | $11,730-95.8% | $7,856-93.8% |