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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 | $21,912 | $81,331-73.1% | $155,534-85.9% | $80,935-72.9% |
| Participation rate | 44.8% | 66.3%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,524 | $3,454-26.9% | $5,630-55.2% | $4,299-41.3% |
| Admin fee / account holder | $1,713 | $7,999-78.6% | $15,900-89.2% | $6,924-75.3% |