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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 | $71,734 | $57,352+25.1% | $83,831-14.4% | $64,173+11.8% |
| Participation rate | 62.0% | 68.6%-6.6pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -6.74% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $352 | $2,546-86.2% | $3,631-90.3% | $2,381-85.2% |
| Participant deferral / active EE | $1,990 | $2,993-33.5% | $4,082-51.3% | $3,470-42.7% |
| Admin fee / account holder | $1,105 | $4,046-72.7% | $5,479-79.8% | $4,887-77.4% |