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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 | $11,174 | $76,407-85.4% | $150,298-92.6% | $82,448-86.4% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 88.19% | 39.99%+48.2pp | 62.79%+25.4pp | 41.64%+46.5pp |
| Employer contribution / active EE | $221 | $2,614-91.5% | $4,154-94.7% | $2,551-91.3% |
| Participant deferral / active EE | $1,222 | $3,214-62.0% | $5,453-77.6% | $4,139-70.5% |
| Admin fee / account holder | $592 | $6,352-90.7% | $14,116-95.8% | $7,234-91.8% |