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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 | $106,192 | $29,736+257.1% | $56,033+89.5% | $80,935+31.2% |
| Participation rate | 2.7% | 41.7%-39.0pp | 52.5%-49.8pp | 67.7%-64.9pp |
| Annual return | 30.81% | 35.28%-4.5pp | 1711.38%-1680.6pp | 35.66%-4.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $750 | $1,228-38.9% | $1,954-61.6% | $4,299-82.5% |
| Admin fee / account holder | $3,948 | $2,434+62.2% | $2,827+39.7% | $6,924-43.0% |