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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 | $209,836 | $167,504+25.3% | $151,628+38.4% | $134,509+56.0% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -20.14% | 7.81%-27.9pp | 3.34%-23.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,000 | $8,985+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $1,328 | $13,779-90.4% | $11,613-88.6% | $11,427-88.4% |