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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 | $37,767 | $77,901-51.5% | $149,717-74.8% | $75,181-49.8% |
| Participation rate | 48.8% | 65.6%-16.8pp | 78.8%-30.0pp | 67.2%-18.4pp |
| Annual return | 17.70% | 31.73%-14.0pp | 134.41%-116.7pp | 160.69%-143.0pp |
| Employer contribution / active EE | $11 | $3,137-99.6% | $4,820-99.8% | $2,671-99.6% |
| Participant deferral / active EE | $1,386 | $3,411-59.4% | $5,682-75.6% | $4,126-66.4% |
| Admin fee / account holder | $3,021 | $5,949-49.2% | $13,213-77.1% | $5,650-46.5% |