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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 | $179,240 | $209,336-14.4% | $197,124-9.1% | $137,256+30.6% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $667 | $6,591-89.9% | $6,227-89.3% | $4,156-84.0% |
| Participant deferral / active EE | $9,400 | $9,614-2.2% | $9,135+2.9% | $6,407+46.7% |
| Admin fee / account holder | $1,610 | $17,308-90.7% | $16,298-90.1% | $12,270-86.9% |