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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 | $19,227 | $29,525-34.9% | $56,033-65.7% | $77,736-75.3% |
| Participation rate | 15.8% | 32.7%-16.9pp | 52.5%-36.7pp | 70.6%-54.8pp |
| Annual return | 19.05% | 18.90%+0.2pp | 1711.38%-1692.3pp | 31.26%-12.2pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $596 | $1,062-43.8% | $1,954-69.5% | $4,651-87.2% |
| Admin fee / account holder | $2,253 | $1,040+116.7% | $2,827-20.3% | $433+420.0% |