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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 | $12,664 | $47,479-73.3% | $62,929-79.9% | $82,448-84.6% |
| Participation rate | 38.6% | 66.9%-28.2pp | 73.1%-34.5pp | 68.1%-29.4pp |
| Annual return | 22.26% | 20.34%+1.9pp | 1063.93%-1041.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $232 | $1,885-87.7% | $2,505-90.7% | $2,551-90.9% |
| Participant deferral / active EE | $943 | $2,870-67.1% | $3,888-75.7% | $4,139-77.2% |
| Admin fee / account holder | $1,250 | $3,804-67.1% | $5,065-75.3% | $7,234-82.7% |