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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 | $40,214 | $51,638-22.1% | $68,368-41.2% | $82,448-51.2% |
| Participation rate | 43.4% | 63.6%-20.2pp | 73.8%-30.4pp | 68.1%-24.7pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $233 | $2,047-88.6% | $2,649-91.2% | $2,551-90.9% |
| Participant deferral / active EE | $558 | $2,914-80.9% | $4,123-86.5% | $4,139-86.5% |
| Admin fee / account holder | $939 | $4,643-79.8% | $5,150-81.8% | $7,234-87.0% |