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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 | $20,505 | $58,241-64.8% | $81,780-74.9% | $80,911-74.7% |
| Participation rate | 21.7% | 63.4%-41.7pp | 72.4%-50.6pp | 67.6%-45.9pp |
| Annual return | 15.91% | 41.73%-25.8pp | 776.27%-760.4pp | 35.63%-19.7pp |
| Employer contribution / active EE | $273 | $2,343-88.4% | $2,914-90.6% | $2,756-90.1% |
| Participant deferral / active EE | $1,280 | $3,283-61.0% | $4,321-70.4% | $4,297-70.2% |
| Admin fee / account holder | $505 | $4,973-89.8% | $7,384-93.2% | $6,935-92.7% |