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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 | $24,884 | $78,027-68.1% | $178,528-86.1% | $80,925-69.3% |
| Participation rate | 18.8% | 65.7%-46.9pp | 77.1%-58.4pp | 67.7%-48.9pp |
| Annual return | 67.15% | 18.09%+49.1pp | 27.11%+40.0pp | 35.65%+31.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,545 | $4,408-42.3% | $6,278-59.5% | $4,299-40.8% |
| Admin fee / account holder | $1,976 | $7,168-72.4% | $10,419-81.0% | $6,940-71.5% |