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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 | $10,955 | $42,909-74.5% | $60,906-82.0% | $68,486-84.0% |
| Participation rate | 32.1% | 66.8%-34.6pp | 73.1%-41.0pp | 67.9%-35.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $358 | $1,979-81.9% | $2,703-86.7% | $2,597-86.2% |
| Participant deferral / active EE | $1,434 | $2,866-50.0% | $3,814-62.4% | $4,028-64.4% |
| Admin fee / account holder | $432 | $3,104-86.1% | $3,227-86.6% | $5,404-92.0% |