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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 | $64,081 | $90,590-29.3% | $90,782-29.4% | $135,379-52.7% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -7.02% | -3.40%-3.6pp | -3.42%-3.6pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,181 | $4,352-72.9% | $4,105-71.2% | $4,779-75.3% |
| Participant deferral / active EE | $6,317 | $5,407+16.8% | $5,366+17.7% | $5,609+12.6% |
| Admin fee / account holder | $756 | $7,683-90.2% | $5,908-87.2% | $10,828-93.0% |