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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 | $2,548 | $70,366-96.4% | $66,674-96.2% | $138,895-98.2% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $241 | $2,765-91.3% | $2,620-90.8% | $4,194-94.2% |
| Participant deferral / active EE | $1,372 | $4,374-68.6% | $4,084-66.4% | $6,396-78.6% |
| Admin fee / account holder | $363 | $5,262-93.1% | $5,098-92.9% | $12,562-97.1% |