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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 | $57,115 | $117,777-51.5% | $71,778-20.4% | $134,545-57.5% |
| Participation rate | 45.0% | 68.9%-23.9pp | 62.3%-17.3pp | 81.2%-36.2pp |
| Annual return | -16.69% | 25.46%-42.1pp | 9.15%-25.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $74 | $2,525-97.1% | $1,704-95.7% | $4,742-98.4% |
| Participant deferral / active EE | $1,281 | $3,756-65.9% | $2,656-51.8% | $6,401-80.0% |
| Admin fee / account holder | $3,283 | $6,379-48.5% | $3,974-17.4% | $11,431-71.3% |