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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 | $132,099-81.3% | $115,599-78.6% | $138,895-82.2% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.3%-18.0pp | 79.9%-23.7pp |
| Annual return | 0.00% | 176.76%-176.8pp | 111.10%-111.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $393 | $3,416-88.5% | $2,955-86.7% | $4,194-90.6% |
| Participant deferral / active EE | $3,231 | $5,617-42.5% | $4,889-33.9% | $6,396-49.5% |
| Admin fee / account holder | $2,544 | $15,650-83.7% | $12,841-80.2% | $12,562-79.8% |