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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 | $14,980 | $58,311-74.3% | $81,882-81.7% | $80,959-81.5% |
| Participation rate | 30.7% | 63.5%-32.8pp | 72.4%-41.7pp | 67.7%-37.0pp |
| Annual return | 11.04% | 41.85%-30.8pp | 779.47%-768.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $88 | $2,347-96.2% | $2,916-97.0% | $2,757-96.8% |
| Participant deferral / active EE | $890 | $3,287-72.9% | $4,323-79.4% | $4,300-79.3% |
| Admin fee / account holder | $1,367 | $4,752-71.2% | $7,360-81.4% | $6,925-80.3% |