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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 | $25,489 | $90,691-71.9% | $76,119-66.5% | $145,884-82.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 11.87% | 624.52%-612.6pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $14 | $3,329-99.6% | $2,693-99.5% | $4,662-99.7% |
| Participant deferral / active EE | $1,729 | $5,167-66.5% | $4,259-59.4% | $6,690-74.2% |
| Admin fee / account holder | $322 | $8,383-96.2% | $6,421-95.0% | $13,392-97.6% |