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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 | $8,112 | $29,716-72.7% | $56,077-85.5% | $80,925-90.0% |
| Participation rate | 21.1% | 41.7%-20.6pp | 52.5%-31.4pp | 67.7%-46.6pp |
| Annual return | 386.01% | 35.30%+350.7pp | 1709.28%-1323.3pp | 35.65%+350.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $904 | $1,228-26.4% | $1,954-53.7% | $4,299-79.0% |
| Admin fee / account holder | $427 | $2,432-82.5% | $2,825-84.9% | $6,940-93.9% |