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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 | $21,637 | $110,410-80.4% | $102,437-78.9% | $145,897-85.2% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $848 | $4,217-79.9% | $3,871-78.1% | $4,663-81.8% |
| Participant deferral / active EE | $1,978 | $5,622-64.8% | $5,060-60.9% | $6,689-70.4% |
| Admin fee / account holder | $5,807 | $9,745-40.4% | $8,388-30.8% | $13,390-56.6% |