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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 | $22,939 | $69,774-67.1% | $67,561-66.0% | $74,429-69.2% |
| Participation rate | 26.7% | 71.4%-44.7pp | 72.9%-46.2pp | 67.2%-40.5pp |
| Annual return | 14.69% | -40.53%+55.2pp | 3525.44%-3510.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $134 | $2,710-95.1% | $2,735-95.1% | $2,625-94.9% |
| Participant deferral / active EE | $1,208 | $3,636-66.8% | $4,003-69.8% | $4,348-72.2% |
| Admin fee / account holder | $736 | $890-17.3% | $4,006-81.6% | $1,944-62.1% |