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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 | $25,946 | $142,392-81.8% | $119,622-78.3% | $134,532-80.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -14.42% | -12.46%-2.0pp | -14.98%+0.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $456 | $5,224-91.3% | $4,232-89.2% | $4,741-90.4% |
| Participant deferral / active EE | $6,481 | $6,467+0.2% | $5,601+15.7% | $6,401+1.3% |
| Admin fee / account holder | $8,666 | $13,593-36.2% | $10,328-16.1% | $11,429-24.2% |