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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 | $35,175 | $91,537-61.6% | $130,045-73.0% | $75,173-53.2% |
| Participation rate | 66.0% | 71.5%-5.5pp | 78.5%-12.5pp | 67.2%-1.2pp |
| Annual return | 17.22% | -631.55%+648.8pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $3 | $2,845-99.9% | $4,321-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $3,216 | $4,343-26.0% | $5,820-44.7% | $4,126-22.1% |
| Admin fee / account holder | $961 | $6,780-85.8% | $10,600-90.9% | $5,651-83.0% |