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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 | $25,979 | $30,421-14.6% | $56,077-53.7% | $74,429-65.1% |
| Participation rate | 6.6% | 32.9%-26.2pp | 52.5%-45.9pp | 67.2%-60.6pp |
| Annual return | 15.08% | 24.94%-9.9pp | 1709.28%-1694.2pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $78 | $610-87.2% | $1,040-92.5% | $2,625-97.0% |
| Participant deferral / active EE | $679 | $1,175-42.2% | $1,954-65.3% | $4,348-84.4% |
| Admin fee / account holder | $3,385 | $2,363+43.2% | $2,825+19.8% | $1,944+74.1% |