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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 | $12,132 | $78,690-84.6% | $161,489-92.5% | $87,485-86.1% |
| Participation rate | 53.3% | 67.5%-14.1pp | 78.7%-25.4pp | 68.9%-15.6pp |
| Annual return | 19.58% | 32.74%-13.2pp | 89.72%-70.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1 | $2,588-99.9% | $4,268-100.0% | $2,596-99.9% |
| Participant deferral / active EE | $2,486 | $3,311-24.9% | $5,630-55.8% | $4,274-41.8% |
| Admin fee / account holder | $4,030 | $6,724-40.1% | $16,006-74.8% | $7,775-48.2% |