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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 | $27,291 | $57,312-52.4% | $86,617-68.5% | $75,181-63.7% |
| Participation rate | 26.1% | 63.2%-37.1pp | 71.7%-45.6pp | 67.2%-41.1pp |
| Annual return | 17.36% | 2672.78%-2655.4pp | 591.91%-574.6pp | 160.69%-143.3pp |
| Employer contribution / active EE | $280 | $2,315-87.9% | $3,023-90.7% | $2,671-89.5% |
| Participant deferral / active EE | $1,512 | $3,319-54.5% | $4,437-65.9% | $4,126-63.4% |
| Admin fee / account holder | $3,667 | $4,114-10.9% | $5,613-34.7% | $5,650-35.1% |