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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 | $184,641 | $54,357+239.7% | $82,706+123.2% | $68,495+169.6% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -18.17% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $175 | $2,218-92.1% | $3,007-94.2% | $2,596-93.2% |
| Participant deferral / active EE | $2,926 | $3,246-9.9% | $4,394-33.4% | $4,028-27.3% |
| Admin fee / account holder | $11,019 | $4,396+150.6% | $5,329+106.8% | $5,403+103.9% |