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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 | $58,636 | $60,504-3.1% | $81,882-28.4% | $74,478-21.3% |
| Participation rate | 41.8% | 62.9%-21.1pp | 72.4%-30.6pp | 67.2%-25.4pp |
| Annual return | 12.33% | 16.91%-4.6pp | 779.47%-767.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $276 | $2,627-89.5% | $2,916-90.5% | $2,626-89.5% |
| Participant deferral / active EE | $1,435 | $3,400-57.8% | $4,323-66.8% | $4,350-67.0% |
| Admin fee / account holder | $1,642 | $1,492+10.0% | $7,360-77.7% | $1,946-15.6% |