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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 | $6,588 | $55,902-88.2% | $76,030-91.3% | $80,959-91.9% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 11.88% | 20.59%-8.7pp | 361.54%-349.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $161 | $1,867-91.4% | $2,688-94.0% | $2,757-94.2% |
| Participant deferral / active EE | $1,600 | $3,051-47.5% | $4,257-62.4% | $4,300-62.8% |
| Admin fee / account holder | $668 | $5,239-87.3% | $6,421-89.6% | $6,925-90.4% |