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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 | $24,170 | $63,342-61.8% | $92,236-73.8% | $70,131-65.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 75.66% | 530.15%-454.5pp | 176.29%-100.6pp | 73.14%+2.5pp |
| Employer contribution / active EE | $494 | $2,471-80.0% | $3,679-86.6% | $2,342-78.9% |
| Participant deferral / active EE | $1,164 | $2,854-59.2% | $3,897-70.1% | $3,332-65.1% |
| Admin fee / account holder | $1,135 | $3,840-70.5% | $5,194-78.2% | $4,645-75.6% |