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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 | $30,423-14.6% | $56,025-53.6% | $74,478-65.1% |
| Participation rate | 6.6% | 32.9%-26.3pp | 52.5%-45.9pp | 67.2%-60.6pp |
| Annual return | 15.08% | 24.97%-9.9pp | 1712.69%-1697.6pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $78 | $610-87.2% | $1,042-92.5% | $2,626-97.0% |
| Participant deferral / active EE | $679 | $1,176-42.3% | $1,955-65.3% | $4,350-84.4% |
| Admin fee / account holder | $3,385 | $2,363+43.2% | $2,828+19.7% | $1,946+73.9% |