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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 | $12,214 | $54,355-77.5% | $82,744-85.2% | $68,486-82.2% |
| Participation rate | 48.9% | 63.9%-15.0pp | 72.6%-23.6pp | 67.9%-19.0pp |
| Annual return | -13.65% | -13.67%0pp | 702.22%-715.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,642 | $3,246-49.4% | $4,395-62.6% | $4,028-59.2% |
| Admin fee / account holder | $470 | $4,397-89.3% | $5,325-91.2% | $5,404-91.3% |