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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 | $27,309 | $58,275-53.1% | $81,844-66.6% | $80,935-66.3% |
| Participation rate | 20.8% | 63.5%-42.6pp | 72.4%-51.5pp | 67.7%-46.8pp |
| Annual return | 21.45% | 41.82%-20.4pp | 778.87%-757.4pp | 35.66%-14.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $836 | $3,285-74.6% | $4,323-80.7% | $4,299-80.6% |
| Admin fee / account holder | $1,603 | $4,749-66.2% | $7,355-78.2% | $6,924-76.8% |