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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 | $37,682 | $80,983-53.5% | $96,544-61.0% | $75,177-49.9% |
| Participation rate | 39.7% | 71.8%-32.1pp | 76.0%-36.3pp | 67.2%-27.5pp |
| Annual return | 62.47% | 27.05%+35.4pp | 25.88%+36.6pp | 160.75%-98.3pp |
| Employer contribution / active EE | $4 | $2,282-99.8% | $2,966-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $2,671 | $3,929-32.0% | $4,851-44.9% | $4,126-35.3% |
| Admin fee / account holder | $3,394 | $6,717-49.5% | $8,254-58.9% | $5,651-39.9% |