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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 | $88,796 | $142,361-37.6% | $119,608-25.8% | $134,509-34.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -15.82% | -12.46%-3.4pp | -14.98%-0.8pp | 418.13%-434.0pp |
| Employer contribution / active EE | $617 | $5,224-88.2% | $4,232-85.4% | $4,741-87.0% |
| Participant deferral / active EE | $3,962 | $6,468-38.8% | $5,601-29.3% | $6,400-38.1% |
| Admin fee / account holder | $1,353 | $13,588-90.0% | $10,326-86.9% | $11,427-88.2% |