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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 | $46,197 | $81,870-43.6% | $119,634-61.4% | $68,490-32.5% |
| Participation rate | 69.7% | 71.9%-2.2pp | 79.3%-9.6pp | 67.9%+1.8pp |
| Annual return | -15.52% | -23.82%+8.3pp | -14.98%-0.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $568 | $2,692-78.9% | $4,232-86.6% | $2,597-78.1% |
| Participant deferral / active EE | $1,941 | $4,148-53.2% | $5,601-65.3% | $4,028-51.8% |
| Admin fee / account holder | $2,464 | $6,583-62.6% | $10,329-76.1% | $5,403-54.4% |