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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 | $68,902 | $167,362-58.8% | $143,799-52.1% | $134,532-48.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -16.38% | 0.47%-16.9pp | -0.04%-16.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $378 | $5,620-93.3% | $4,952-92.4% | $4,741-92.0% |
| Participant deferral / active EE | $2,906 | $6,447-54.9% | $5,638-48.5% | $6,401-54.6% |
| Admin fee / account holder | $904 | $18,094-95.0% | $14,677-93.8% | $11,429-92.1% |