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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 | $27,930 | $107,941-74.1% | $91,994-69.6% | $152,909-81.7% |
| Participation rate | 42.9% | 81.2%-38.3pp | 78.6%-35.8pp | 82.5%-39.6pp |
| Annual return | 22.50% | 89.28%-66.8pp | 69.04%-46.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $253 | $4,212-94.0% | $3,453-92.7% | $4,764-94.7% |
| Participant deferral / active EE | $2,860 | $6,366-55.1% | $5,924-51.7% | $5,851-51.1% |
| Admin fee / account holder | $703 | $10,521-93.3% | $7,744-90.9% | $11,601-93.9% |