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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 | $28,330 | $34,932-18.9% | $56,441-49.8% | $74,546-62.0% |
| Participation rate | 5.1% | 32.9%-27.7pp | 52.5%-47.4pp | 67.2%-62.1pp |
| Annual return | 16.16% | 24.90%-8.7pp | 1704.21%-1688.0pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $71 | $608-88.3% | $1,039-93.2% | $2,624-97.3% |
| Participant deferral / active EE | $317 | $1,173-73.0% | $1,953-83.8% | $4,347-92.7% |
| Admin fee / account holder | $1,038 | $2,359-56.0% | $2,829-63.3% | $1,944-46.6% |