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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 | $25,820 | $58,311-55.7% | $81,882-68.5% | $80,959-68.1% |
| Participation rate | 40.7% | 63.5%-22.8pp | 72.4%-31.7pp | 67.7%-27.0pp |
| Annual return | 15.22% | 41.85%-26.6pp | 779.47%-764.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,151 | $3,287-34.5% | $4,323-50.2% | $4,300-50.0% |
| Admin fee / account holder | $845 | $4,752-82.2% | $7,360-88.5% | $6,925-87.8% |