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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 | $58,241-85.6% | $81,780-89.8% | $80,911-89.7% |
| Participation rate | 55.2% | 63.4%-8.3pp | 72.4%-17.2pp | 67.6%-12.5pp |
| Annual return | 11.42% | 41.73%-30.3pp | 776.27%-764.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $172 | $2,343-92.6% | $2,914-94.1% | $2,756-93.7% |
| Participant deferral / active EE | $1,306 | $3,283-60.2% | $4,321-69.8% | $4,297-69.6% |
| Admin fee / account holder | $733 | $4,973-85.3% | $7,384-90.1% | $6,935-89.4% |