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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 | $23,175 | $49,976-53.6% | $66,674-65.2% | $82,637-72.0% |
| Participation rate | 11.1% | 63.1%-52.0pp | 73.7%-62.6pp | 68.1%-56.9pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $189 | $1,988-90.5% | $2,620-92.8% | $2,552-92.6% |
| Participant deferral / active EE | $520 | $2,847-81.7% | $4,084-87.3% | $4,126-87.4% |
| Admin fee / account holder | $2,734 | $4,594-40.5% | $5,098-46.4% | $7,339-62.7% |