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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 | $3,056 | $51,638-94.1% | $68,368-95.5% | $82,448-96.3% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 35.82% | 37.53%-1.7pp | 292.57%-256.8pp | 41.64%-5.8pp |
| Employer contribution / active EE | $125 | $2,047-93.9% | $2,649-95.3% | $2,551-95.1% |
| Participant deferral / active EE | $989 | $2,914-66.0% | $4,123-76.0% | $4,139-76.1% |
| Admin fee / account holder | $383 | $4,643-91.8% | $5,150-92.6% | $7,234-94.7% |