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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 | $29,415 | $88,754-66.9% | $81,820-64.0% | $145,877-79.8% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 12.51% | 1031.77%-1019.3pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,983 | $4,648-57.3% | $4,323-54.1% | $6,691-70.4% |
| Admin fee / account holder | $1,215 | $8,424-85.6% | $7,391-83.6% | $13,402-90.9% |