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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 | $39,402 | $127,387-69.1% | $115,038-65.7% | $125,389-68.6% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -1.22% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $541 | $5,166-89.5% | $4,608-88.3% | $4,866-88.9% |
| Participant deferral / active EE | $4,310 | $6,423-32.9% | $6,026-28.5% | $5,352-19.5% |
| Admin fee / account holder | $2,750 | $9,516-71.1% | $8,175-66.4% | $9,541-71.2% |