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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 | $27,045 | $65,555-58.7% | $86,216-68.6% | $75,173-64.0% |
| Participation rate | 49.2% | 60.5%-11.3pp | 69.0%-19.7pp | 67.2%-18.0pp |
| Annual return | 22.17% | 46.07%-23.9pp | 1169.42%-1147.2pp | 160.72%-138.5pp |
| Employer contribution / active EE | $259 | $1,553-83.3% | $2,382-89.1% | $2,671-90.3% |
| Participant deferral / active EE | $1,749 | $3,023-42.1% | $3,986-56.1% | $4,126-57.6% |
| Admin fee / account holder | $783 | $5,469-85.7% | $6,853-88.6% | $5,651-86.1% |