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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 | $155,241 | $82,324+88.6% | $68,803+125.6% | $134,545+15.4% |
| Participation rate | 61.1% | 75.1%-13.9pp | 69.0%-7.9pp | 81.2%-20.1pp |
| Annual return | -14.40% | -2.17%-12.2pp | -6.37%-8.0pp | 418.37%-432.8pp |
| Employer contribution / active EE | $407 | $3,302-87.7% | $2,656-84.7% | $4,742-91.4% |
| Participant deferral / active EE | $4,069 | $4,740-14.2% | $3,942+3.2% | $6,401-36.4% |
| Admin fee / account holder | $31,647 | $6,485+388.0% | $4,936+541.2% | $11,431+176.9% |