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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 | $30,327 | $110,410-72.5% | $102,437-70.4% | $145,897-79.2% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $801 | $4,217-81.0% | $3,871-79.3% | $4,663-82.8% |
| Participant deferral / active EE | $2,343 | $5,622-58.3% | $5,060-53.7% | $6,689-65.0% |
| Admin fee / account holder | $4,681 | $9,745-52.0% | $8,388-44.2% | $13,390-65.0% |