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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 | $20,450 | $57,590-64.5% | $86,233-76.3% | $82,448-75.2% |
| Participation rate | 0.0% | 57.9%-57.9pp | 69.0%-69.0pp | 68.1%-68.1pp |
| Annual return | 17.76% | 22.41%-4.7pp | 61.39%-43.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,084 | $3,080-64.8% | $4,559-76.2% | $4,139-73.8% |
| Admin fee / account holder | $1,221 | $4,730-74.2% | $8,342-85.4% | $7,234-83.1% |