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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 | $81,967 | $29,733+175.7% | $56,025+46.3% | $80,959+1.2% |
| Participation rate | 7.0% | 41.7%-34.7pp | 52.5%-45.5pp | 67.7%-60.7pp |
| Annual return | 14.89% | 35.28%-20.4pp | 1712.69%-1697.8pp | 35.67%-20.8pp |
| Employer contribution / active EE | $32 | $672-95.2% | $1,042-96.9% | $2,757-98.8% |
| Participant deferral / active EE | $709 | $1,229-42.3% | $1,955-63.7% | $4,300-83.5% |
| Admin fee / account holder | $338 | $2,434-86.1% | $2,828-88.0% | $6,925-95.1% |