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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 | $25,771 | $56,197-54.1% | $67,652-61.9% | $59,633-56.8% |
| Participation rate | 60.9% | 71.5%-10.6pp | 75.7%-14.8pp | 68.7%-7.8pp |
| Annual return | -0.98% | 18508.10%-18509.1pp | 6625.40%-6626.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $266 | $1,615-83.5% | $2,266-88.3% | $2,203-87.9% |
| Participant deferral / active EE | $1,587 | $2,844-44.2% | $3,560-55.4% | $3,192-50.3% |
| Admin fee / account holder | $644 | $3,958-83.7% | $4,821-86.6% | $4,297-85.0% |