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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 | $68,881 | $133,998-48.6% | $112,263-38.6% | $134,545-48.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -12.61% | 47.17%-59.8pp | 27.49%-40.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $565 | $4,040-86.0% | $3,636-84.5% | $4,742-88.1% |
| Participant deferral / active EE | $5,025 | $5,292-5.0% | $4,729+6.3% | $6,401-21.5% |
| Admin fee / account holder | $403 | $7,493-94.6% | $6,410-93.7% | $11,431-96.5% |