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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 | $52,079 | $48,337+7.7% | $67,560-22.9% | $80,959-35.7% |
| Participation rate | 38.9% | 66.4%-27.5pp | 72.9%-34.0pp | 67.7%-28.8pp |
| Annual return | 0.00% | 18.26%-18.3pp | 3533.50%-3533.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $362 | $2,023-82.1% | $2,737-86.8% | $2,757-86.9% |
| Participant deferral / active EE | $1,845 | $2,928-37.0% | $4,004-53.9% | $4,300-57.1% |
| Admin fee / account holder | $1,282 | $3,695-65.3% | $3,994-67.9% | $6,925-81.5% |