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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 | $26,087 | $102,385-74.5% | $147,080-82.3% | $80,935-67.8% |
| Participation rate | 40.6% | 75.9%-35.2pp | 82.2%-41.6pp | 67.7%-27.0pp |
| Annual return | 29.73% | 135.09%-105.4pp | 420.17%-390.4pp | 35.66%-5.9pp |
| Employer contribution / active EE | $692 | $3,717-81.4% | $4,933-86.0% | $2,757-74.9% |
| Participant deferral / active EE | $2,705 | $6,651-59.3% | $8,066-66.5% | $4,299-37.1% |
| Admin fee / account holder | $344 | $7,951-95.7% | $12,989-97.4% | $6,924-95.0% |