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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 | $22,199 | $142,392-84.4% | $119,622-81.4% | $134,532-83.5% |
| Participation rate | 29.2% | 82.8%-53.7pp | 79.3%-50.1pp | 81.2%-52.1pp |
| Annual return | -14.05% | -12.46%-1.6pp | -14.98%+0.9pp | 418.27%-432.3pp |
| Employer contribution / active EE | $837 | $5,224-84.0% | $4,232-80.2% | $4,741-82.3% |
| Participant deferral / active EE | $2,314 | $6,467-64.2% | $5,601-58.7% | $6,401-63.8% |
| Admin fee / account holder | $578 | $13,593-95.7% | $10,328-94.4% | $11,429-94.9% |