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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 | $41,056 | $69,774-41.2% | $67,561-39.2% | $74,429-44.8% |
| Participation rate | 40.0% | 71.4%-31.4pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 12.78% | -40.53%+53.3pp | 3525.44%-3512.7pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $312 | $2,710-88.5% | $2,735-88.6% | $2,625-88.1% |
| Participant deferral / active EE | $2,187 | $3,636-39.9% | $4,003-45.4% | $4,348-49.7% |
| Admin fee / account holder | $3,654 | $890+310.6% | $4,006-8.8% | $1,944+87.9% |