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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 | $51,638-55.1% | $68,368-66.1% | $82,448-71.9% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $189 | $2,047-90.8% | $2,649-92.9% | $2,551-92.6% |
| Participant deferral / active EE | $520 | $2,914-82.1% | $4,123-87.4% | $4,139-87.4% |
| Admin fee / account holder | $2,734 | $4,643-41.1% | $5,150-46.9% | $7,234-62.2% |