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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 | $23,220 | $85,766-72.9% | $136,297-83.0% | $70,124-66.9% |
| Participation rate | 23.9% | 74.2%-50.2pp | 81.9%-58.0pp | 69.5%-45.6pp |
| Annual return | 17.85% | 31.45%-13.6pp | 5156.19%-5138.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,524 | $5,051-10.4% | $6,247-27.6% | $3,332+35.8% |
| Admin fee / account holder | $9,888 | $5,420+82.4% | $9,244+7.0% | $4,645+112.9% |