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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 | $39,479 | $101,672-61.2% | $147,117-73.2% | $74,478-47.0% |
| Participation rate | 56.9% | 75.5%-18.6pp | 82.2%-25.3pp | 67.2%-10.3pp |
| Annual return | 13.18% | 8757.83%-8744.6pp | 420.54%-407.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $594 | $3,813-84.4% | $4,932-88.0% | $2,626-77.4% |
| Participant deferral / active EE | $3,915 | $7,305-46.4% | $8,065-51.5% | $4,350-10.0% |
| Admin fee / account holder | $1,663 | $1,753-5.1% | $12,993-87.2% | $1,946-14.5% |