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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 | $34,932 | $77,817-55.1% | $123,553-71.7% | $64,173-45.6% |
| Participation rate | 60.9% | 74.7%-13.8pp | 82.3%-21.4pp | 69.6%-8.7pp |
| Annual return | -1.97% | 12.49%-14.5pp | 119.21%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,874 | $5,240+12.1% | $6,426-8.6% | $3,470+69.3% |
| Admin fee / account holder | $1,512 | $5,519-72.6% | $9,284-83.7% | $4,887-69.1% |