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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 | $18,605 | $58,258-68.1% | $81,820-77.3% | $80,925-77.0% |
| Participation rate | 35.0% | 63.5%-28.5pp | 72.4%-37.4pp | 67.7%-32.7pp |
| Annual return | 14.83% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $129 | $2,345-94.5% | $2,915-95.6% | $2,756-95.3% |
| Participant deferral / active EE | $1,186 | $3,284-63.9% | $4,323-72.6% | $4,299-72.4% |
| Admin fee / account holder | $1,411 | $4,976-71.7% | $7,391-80.9% | $6,940-79.7% |