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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 | $8,457 | $27,800-69.6% | $58,507-85.5% | $71,529-88.2% |
| Participation rate | 16.0% | 34.6%-18.6pp | 50.9%-34.9pp | 67.9%-51.9pp |
| Annual return | 19.03% | 26.80%-7.8pp | 4252.32%-4233.3pp | 28.97%-9.9pp |
| Employer contribution / active EE | $2 | $632-99.8% | $1,053-99.9% | $2,590-99.9% |
| Participant deferral / active EE | $458 | $1,208-62.1% | $1,922-76.2% | $4,291-89.3% |
| Admin fee / account holder | $792 | $1,637-51.6% | $2,486-68.1% | $1,588-50.1% |