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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 | $31,710 | $54,355-41.7% | $82,744-61.7% | $68,486-53.7% |
| Participation rate | 67.9% | 63.9%+3.9pp | 72.6%-4.7pp | 67.9%0pp |
| Annual return | -13.96% | -13.67%-0.3pp | 702.22%-716.2pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,631 | $3,246+11.8% | $4,395-17.4% | $4,028-9.9% |
| Admin fee / account holder | $1,425 | $4,397-67.6% | $5,325-73.2% | $5,404-73.6% |