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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 | $32,165 | $48,570-33.8% | $130,660-75.4% | $72,983-55.9% |
| Participation rate | 35.4% | 58.6%-23.2pp | 71.7%-36.4pp | 69.5%-34.1pp |
| Annual return | 21.15% | 38.63%-17.5pp | 1709.29%-1688.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $162 | $1,334-87.9% | $4,092-96.1% | $2,440-93.4% |
| Participant deferral / active EE | $1,278 | $2,384-46.4% | $3,603-64.5% | $3,608-64.6% |
| Admin fee / account holder | $5,069 | $3,549+42.8% | $5,463-7.2% | $5,124-1.1% |