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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 | $17,320 | $47,479-63.5% | $62,929-72.5% | $82,448-79.0% |
| Participation rate | 13.6% | 66.9%-53.2pp | 73.1%-59.5pp | 68.1%-54.4pp |
| Annual return | 16.66% | 20.34%-3.7pp | 1063.93%-1047.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $148 | $1,885-92.1% | $2,505-94.1% | $2,551-94.2% |
| Participant deferral / active EE | $1,053 | $2,870-63.3% | $3,888-72.9% | $4,139-74.6% |
| Admin fee / account holder | $472 | $3,804-87.6% | $5,065-90.7% | $7,234-93.5% |