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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 | $51,573 | $29,736+73.4% | $56,033-8.0% | $80,935-36.3% |
| Participation rate | 1.4% | 41.7%-40.3pp | 52.5%-51.1pp | 67.7%-66.3pp |
| Annual return | 20.40% | 35.28%-14.9pp | 1711.38%-1691.0pp | 35.66%-15.3pp |
| Employer contribution / active EE | $84 | $671-87.5% | $1,041-92.0% | $2,757-97.0% |
| Participant deferral / active EE | $294 | $1,228-76.1% | $1,954-85.0% | $4,299-93.2% |
| Admin fee / account holder | $2,040 | $2,434-16.2% | $2,827-27.8% | $6,924-70.5% |