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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 | $22,015 | $64,324-65.8% | $118,946-81.5% | $79,852-72.4% |
| Participation rate | 50.7% | 64.9%-14.2pp | 75.4%-24.7pp | 69.6%-19.0pp |
| Annual return | 15.32% | 86.45%-71.1pp | 35.89%-20.6pp | 31.72%-16.4pp |
| Employer contribution / active EE | $251 | $1,836-86.3% | $3,263-92.3% | $2,471-89.9% |
| Participant deferral / active EE | $1,254 | $2,824-55.6% | $4,266-70.6% | $3,740-66.5% |
| Admin fee / account holder | $1,112 | $4,040-72.5% | $6,581-83.1% | $5,306-79.0% |