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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 | $25,783 | $102,422-74.8% | $147,117-82.5% | $80,959-68.2% |
| Participation rate | 53.8% | 75.9%-22.1pp | 82.2%-28.4pp | 67.7%-13.9pp |
| Annual return | 13.10% | 135.16%-122.1pp | 420.54%-407.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $358 | $3,717-90.4% | $4,932-92.7% | $2,757-87.0% |
| Participant deferral / active EE | $3,058 | $6,652-54.0% | $8,065-62.1% | $4,300-28.9% |
| Admin fee / account holder | $1,572 | $7,953-80.2% | $12,993-87.9% | $6,925-77.3% |