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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 | $19,519 | $29,733-34.4% | $56,025-65.2% | $80,959-75.9% |
| Participation rate | 23.3% | 41.7%-18.4pp | 52.5%-29.2pp | 67.7%-44.4pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1712.69%-1712.7pp | 35.67%-35.7pp |
| Employer contribution / active EE | $91 | $672-86.5% | $1,042-91.3% | $2,757-96.7% |
| Participant deferral / active EE | $243 | $1,229-80.2% | $1,955-87.6% | $4,300-94.3% |
| Admin fee / account holder | $1,455 | $2,434-40.2% | $2,828-48.6% | $6,925-79.0% |