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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 | $28,060 | $60,128-53.3% | $90,440-69.0% | $79,852-64.9% |
| Participation rate | 48.8% | 65.0%-16.2pp | 72.7%-23.9pp | 69.6%-20.9pp |
| Annual return | 14.75% | 71.95%-57.2pp | 1294.38%-1279.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $772 | $2,939-73.7% | $3,964-80.5% | $3,740-79.4% |
| Admin fee / account holder | $870 | $3,977-78.1% | $5,615-84.5% | $5,306-83.6% |