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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 | $23,609 | $63,346-62.7% | $92,240-74.4% | $70,126-66.3% |
| Participation rate | 42.5% | 68.7%-26.2pp | 76.5%-34.0pp | 69.5%-27.1pp |
| Annual return | 23.07% | 530.19%-507.1pp | 176.29%-153.2pp | 73.15%-50.1pp |
| Employer contribution / active EE | $256 | $2,471-89.6% | $3,680-93.0% | $2,343-89.1% |
| Participant deferral / active EE | $1,578 | $2,854-44.7% | $3,897-59.5% | $3,332-52.6% |
| Admin fee / account holder | $1,984 | $3,841-48.3% | $5,194-61.8% | $4,645-57.3% |