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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 | $14,461 | $99,995-85.5% | $85,063-83.0% | $145,978-90.1% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 12.31% | 83.99%-71.7pp | 66.54%-54.2pp | 550.52%-538.2pp |
| Employer contribution / active EE | $213 | $3,231-93.4% | $2,727-92.2% | $4,662-95.4% |
| Participant deferral / active EE | $1,739 | $5,295-67.2% | $4,523-61.5% | $6,690-74.0% |
| Admin fee / account holder | $2,861 | $7,255-60.6% | $6,155-53.5% | $13,400-78.7% |