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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 | $25,707 | $49,976-48.6% | $66,674-61.4% | $82,637-68.9% |
| Participation rate | 25.7% | 63.1%-37.4pp | 73.7%-48.0pp | 68.1%-42.3pp |
| Annual return | 20.42% | 39.09%-18.7pp | 321.24%-300.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,089 | $2,847-26.6% | $4,084-48.9% | $4,126-49.4% |
| Admin fee / account holder | $491 | $4,594-89.3% | $5,098-90.4% | $7,339-93.3% |