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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 | $23,101 | $61,125-62.2% | $94,057-75.4% | $87,485-73.6% |
| Participation rate | 18.2% | 64.1%-45.9pp | 73.3%-55.2pp | 68.9%-50.7pp |
| Annual return | 17.87% | 35.20%-17.3pp | 480.62%-462.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $825 | $3,260-74.7% | $4,709-82.5% | $4,274-80.7% |
| Admin fee / account holder | $641 | $5,629-88.6% | $7,244-91.1% | $7,775-91.8% |