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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 | $17,488 | $29,319-40.4% | $52,425-66.6% | $82,448-78.8% |
| Participation rate | 19.0% | 46.9%-27.8pp | 55.6%-36.6pp | 68.1%-49.0pp |
| Annual return | 17.78% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.9pp |
| Employer contribution / active EE | $63 | $586-89.2% | $914-93.1% | $2,551-97.5% |
| Participant deferral / active EE | $545 | $1,171-53.5% | $1,790-69.6% | $4,139-86.8% |
| Admin fee / account holder | $2,663 | $1,962+35.7% | $2,495+6.7% | $7,234-63.2% |