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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 | $45,673 | $65,434-30.2% | $98,483-53.6% | $85,847-46.8% |
| Participation rate | 33.9% | 65.0%-31.1pp | 73.3%-39.4pp | 69.3%-35.4pp |
| Annual return | 12.42% | 21.75%-9.3pp | 1494.38%-1482.0pp | 318.61%-306.2pp |
| Employer contribution / active EE | $111 | $2,169-94.9% | $2,961-96.2% | $2,565-95.7% |
| Participant deferral / active EE | $1,126 | $3,168-64.5% | $4,276-73.7% | $3,952-71.5% |
| Admin fee / account holder | $12,021 | $4,595+161.6% | $5,953+101.9% | $6,261+92.0% |