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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 | $31,095 | $53,128-41.5% | $86,582-64.1% | $70,126-55.7% |
| Participation rate | 37.0% | 65.3%-28.3pp | 73.5%-36.5pp | 69.5%-32.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,689 | $2,695-0.2% | $3,609-25.5% | $3,332-19.3% |
| Admin fee / account holder | $1,152 | $3,584-67.8% | $4,904-76.5% | $4,645-75.2% |