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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 | $21,859 | $60,119-63.6% | $90,430-75.8% | $79,858-72.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 12.79% | 71.94%-59.1pp | 1293.73%-1280.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $33 | $2,068-98.4% | $3,262-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $2,425 | $2,938-17.4% | $3,963-38.8% | $3,740-35.2% |
| Admin fee / account holder | $5,013 | $3,976+26.1% | $5,613-10.7% | $5,306-5.5% |