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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 | $24,558 | $82,678-70.3% | $125,391-80.4% | $68,490-64.1% |
| Participation rate | 59.4% | 75.1%-15.7pp | 82.4%-23.0pp | 67.9%-8.5pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $383 | $3,382-88.7% | $4,816-92.1% | $2,597-85.3% |
| Participant deferral / active EE | $4,327 | $6,111-29.2% | $7,448-41.9% | $4,028+7.4% |
| Admin fee / account holder | $2,134 | $6,277-66.0% | $10,009-78.7% | $5,403-60.5% |