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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 | $8,362 | $58,311-85.7% | $81,882-89.8% | $80,959-89.7% |
| Participation rate | 55.2% | 63.5%-8.3pp | 72.4%-17.2pp | 67.7%-12.5pp |
| Annual return | 11.42% | 41.85%-30.4pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $172 | $2,347-92.7% | $2,916-94.1% | $2,757-93.7% |
| Participant deferral / active EE | $1,306 | $3,287-60.3% | $4,323-69.8% | $4,300-69.6% |
| Admin fee / account holder | $733 | $4,752-84.6% | $7,360-90.0% | $6,925-89.4% |