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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 | $135,134 | $72,404+86.6% | $110,243+22.6% | $64,173+110.6% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.6%-21.6pp |
| Annual return | -1.84% | -6.29%+4.5pp | 314.76%-316.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,717 | $3,469-21.7% | $4,672-41.8% | $3,470-21.7% |
| Admin fee / account holder | $2,385 | $5,664-57.9% | $8,548-72.1% | $4,887-51.2% |