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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 | $14,703 | $72,465-79.7% | $67,575-78.2% | $145,884-89.9% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.8pp | 80.3%-17.1pp |
| Annual return | 10.41% | 7222.56%-7212.1pp | 3528.98%-3518.6pp | 551.85%-541.4pp |
| Employer contribution / active EE | $22 | $3,074-99.3% | $2,736-99.2% | $4,662-99.5% |
| Participant deferral / active EE | $1,525 | $4,786-68.1% | $4,003-61.9% | $6,690-77.2% |
| Admin fee / account holder | $712 | $5,515-87.1% | $3,993-82.2% | $13,392-94.7% |