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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 | $132,646 | $83,427+59.0% | $115,756+14.6% | $68,495+93.7% |
| Participation rate | 33.3% | 71.9%-38.6pp | 77.1%-43.7pp | 67.9%-34.6pp |
| Annual return | -11.19% | -10.95%-0.2pp | 143.14%-154.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,692 | $5,355-49.7% | $6,254-57.0% | $4,028-33.2% |
| Admin fee / account holder | $28,066 | $5,708+391.7% | $8,124+245.5% | $5,403+419.4% |