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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 | $24,701 | $139,948-82.3% | $121,663-79.7% | $154,746-84.0% |
| Participation rate | 56.3% | 78.0%-21.8pp | 74.5%-18.2pp | 80.7%-24.5pp |
| Annual return | 0.00% | 230.52%-230.5pp | 147.54%-147.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $393 | $3,521-88.9% | $3,020-87.0% | $4,379-91.0% |
| Participant deferral / active EE | $3,231 | $5,629-42.6% | $4,887-33.9% | $6,730-52.0% |
| Admin fee / account holder | $2,544 | $17,321-85.3% | $14,289-82.2% | $14,365-82.3% |