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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 | $9,825 | $58,627-83.2% | $76,735-87.2% | $82,448-88.1% |
| Participation rate | 35.5% | 63.2%-27.7pp | 69.5%-34.0pp | 68.1%-32.6pp |
| Annual return | 0.00% | 39.10%-39.1pp | 29.77%-29.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $162 | $1,729-90.6% | $2,454-93.4% | $2,551-93.6% |
| Participant deferral / active EE | $1,286 | $3,134-59.0% | $4,088-68.5% | $4,139-68.9% |
| Admin fee / account holder | $2,549 | $5,323-52.1% | $7,189-64.5% | $7,234-64.8% |