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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 | $21,701 | $45,152-51.9% | $73,836-70.6% | $59,633-63.6% |
| Participation rate | 43.6% | 64.0%-20.4pp | 73.4%-29.9pp | 68.7%-25.1pp |
| Annual return | -2.21% | 27.40%-29.6pp | 2268.06%-2270.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,291 | $2,573-49.8% | $3,583-64.0% | $3,192-59.6% |
| Admin fee / account holder | $689 | $3,515-80.4% | $4,882-85.9% | $4,297-84.0% |