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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 | $38,537 | $72,404-46.8% | $110,243-65.0% | $64,173-39.9% |
| Participation rate | 35.3% | 73.3%-38.0pp | 79.8%-44.5pp | 69.6%-34.3pp |
| Annual return | -6.28% | -6.29%0pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $238 | $2,282-89.6% | $3,827-93.8% | $2,381-90.0% |
| Participant deferral / active EE | $1,957 | $3,469-43.6% | $4,672-58.1% | $3,470-43.6% |
| Admin fee / account holder | $3,012 | $5,664-46.8% | $8,548-64.8% | $4,887-38.4% |