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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 | $29,733-72.7% | $56,025-85.5% | $80,959-90.0% |
| Participation rate | 21.1% | 41.7%-20.7pp | 52.5%-31.5pp | 67.7%-46.6pp |
| Annual return | 386.01% | 35.28%+350.7pp | 1712.69%-1326.7pp | 35.67%+350.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $904 | $1,229-26.5% | $1,955-53.7% | $4,300-79.0% |
| Admin fee / account holder | $427 | $2,434-82.5% | $2,828-84.9% | $6,925-93.8% |