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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 | $30,198 | $58,311-48.2% | $81,882-63.1% | $80,959-62.7% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.4%-48.4pp | 67.7%-43.7pp |
| Annual return | 14.19% | 41.85%-27.7pp | 779.47%-765.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,360 | $3,287-58.6% | $4,323-68.5% | $4,300-68.4% |
| Admin fee / account holder | $956 | $4,752-79.9% | $7,360-87.0% | $6,925-86.2% |