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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 | $35,041 | $78,694-55.5% | $67,652-48.2% | $125,389-72.1% |
| Participation rate | 47.4% | 78.8%-31.4pp | 75.7%-28.3pp | 83.2%-35.8pp |
| Annual return | -0.57% | 9.46%-10.0pp | 6625.40%-6626.0pp | 282.24%-282.8pp |
| Employer contribution / active EE | $453 | $3,044-85.1% | $2,266-80.0% | $4,866-90.7% |
| Participant deferral / active EE | $2,446 | $4,292-43.0% | $3,560-31.3% | $5,352-54.3% |
| Admin fee / account holder | $316 | $7,403-95.7% | $4,821-93.4% | $9,541-96.7% |