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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 | $8,782 | $58,258-84.9% | $81,820-89.3% | $80,925-89.1% |
| Participation rate | 29.1% | 63.5%-34.4pp | 72.4%-43.3pp | 67.7%-38.6pp |
| Annual return | 14.74% | 41.76%-27.0pp | 777.93%-763.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $61 | $2,345-97.4% | $2,915-97.9% | $2,756-97.8% |
| Participant deferral / active EE | $977 | $3,284-70.3% | $4,323-77.4% | $4,299-77.3% |
| Admin fee / account holder | $362 | $4,976-92.7% | $7,391-95.1% | $6,940-94.8% |