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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 | $49,757 | $29,670+67.7% | $56,054-11.2% | $80,911-38.5% |
| Participation rate | 22.5% | 41.7%-19.2pp | 52.5%-30.0pp | 67.6%-45.1pp |
| Annual return | 11.25% | 35.24%-24.0pp | 1705.95%-1694.7pp | 35.63%-24.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,232 | $1,227+0.4% | $1,952-36.9% | $4,297-71.3% |
| Admin fee / account holder | $1,997 | $2,431-17.8% | $2,822-29.2% | $6,935-71.2% |