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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 | $69,022 | $48,274+43.0% | $63,244+9.1% | $59,633+15.7% |
| Participation rate | 39.3% | 66.3%-27.0pp | 71.0%-31.8pp | 68.7%-29.4pp |
| Annual return | 1.02% | -240.79%+241.8pp | -70.31%+71.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $234 | $1,586-85.2% | $2,322-89.9% | $2,203-89.4% |
| Participant deferral / active EE | $1,434 | $2,343-38.8% | $2,953-51.5% | $3,192-55.1% |
| Admin fee / account holder | $11,485 | $3,600+219.1% | $5,893+94.9% | $4,297+167.3% |