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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 | $70,324 | $29,733+136.5% | $56,025+25.5% | $80,959-13.1% |
| Participation rate | 17.1% | 41.7%-24.6pp | 52.5%-35.4pp | 67.7%-50.5pp |
| Annual return | 11.19% | 35.28%-24.1pp | 1712.69%-1701.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $41 | $672-93.9% | $1,042-96.1% | $2,757-98.5% |
| Participant deferral / active EE | $1,907 | $1,229+55.1% | $1,955-2.5% | $4,300-55.7% |
| Admin fee / account holder | $543 | $2,434-77.7% | $2,828-80.8% | $6,925-92.2% |