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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 | $11,018 | $58,848-81.3% | $88,179-87.5% | $82,637-86.7% |
| Participation rate | 46.3% | 57.9%-11.6pp | 69.1%-22.8pp | 68.1%-21.7pp |
| Annual return | 0.00% | 22.76%-22.8pp | 64.97%-65.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,267 | $3,124-27.4% | $4,614-50.9% | $4,126-45.1% |
| Admin fee / account holder | $1,803 | $4,795-62.4% | $7,673-76.5% | $7,339-75.4% |