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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 | $28,287 | $91,537-69.1% | $130,045-78.2% | $75,173-62.4% |
| Participation rate | 65.7% | 71.5%-5.8pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 83.12% | -631.55%+714.7pp | -137.30%+220.4pp | 160.72%-77.6pp |
| Employer contribution / active EE | $440 | $2,845-84.5% | $4,321-89.8% | $2,671-83.5% |
| Participant deferral / active EE | $4,565 | $4,343+5.1% | $5,820-21.6% | $4,126+10.6% |
| Admin fee / account holder | $2,233 | $6,780-67.1% | $10,600-78.9% | $5,651-60.5% |