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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 | $31,205 | $70,366-55.7% | $66,674-53.2% | $138,895-77.5% |
| Participation rate | 18.8% | 76.2%-57.4pp | 73.7%-54.9pp | 79.9%-61.2pp |
| Annual return | 17.18% | 386.41%-369.2pp | 321.24%-304.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,355 | $4,374-69.0% | $4,084-66.8% | $6,396-78.8% |
| Admin fee / account holder | $4,133 | $5,262-21.5% | $5,098-18.9% | $12,562-67.1% |