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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 | $71,670 | $208,088-65.6% | $186,193-61.5% | $154,746-53.7% |
| Participation rate | 38.9% | 80.0%-41.1pp | 77.1%-38.2pp | 80.7%-41.8pp |
| Annual return | 13.20% | 89.97%-76.8pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $143 | $4,340-96.7% | $3,918-96.4% | $4,379-96.7% |
| Participant deferral / active EE | $1,425 | $7,078-79.9% | $6,513-78.1% | $6,730-78.8% |
| Admin fee / account holder | $5,358 | $11,698-54.2% | $11,058-51.5% | $14,365-62.7% |