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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 | $4,953 | $51,638-90.4% | $68,368-92.8% | $82,448-94.0% |
| Participation rate | 37.5% | 63.6%-26.1pp | 73.8%-36.3pp | 68.1%-30.6pp |
| Annual return | 16.74% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,673 | $2,914-42.6% | $4,123-59.4% | $4,139-59.6% |
| Admin fee / account holder | $365 | $4,643-92.1% | $5,150-92.9% | $7,234-95.0% |