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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 | $20,550 | $29,554-30.5% | $56,054-63.3% | $77,692-73.6% |
| Participation rate | 6.7% | 32.6%-25.9pp | 52.5%-45.7pp | 70.6%-63.8pp |
| Annual return | 13.23% | 18.89%-5.7pp | 1705.95%-1692.7pp | 31.25%-18.0pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $543 | $1,061-48.8% | $1,952-72.2% | $4,648-88.3% |
| Admin fee / account holder | $2,611 | $1,046+149.7% | $2,822-7.5% | $431+506.5% |