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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 | $28,225 | $234,190-87.9% | $180,320-84.3% | $198,609-85.8% |
| Participation rate | 36.4% | 77.1%-40.7pp | 71.5%-35.2pp | 82.4%-46.0pp |
| Annual return | 18.06% | 1057.44%-1039.4pp | 778.54%-760.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $202 | $5,258-96.2% | $4,108-95.1% | $5,055-96.0% |
| Participant deferral / active EE | $1,145 | $4,988-77.0% | $4,304-73.4% | $6,977-83.6% |
| Admin fee / account holder | $422 | $12,558-96.6% | $10,000-95.8% | $19,030-97.8% |