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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 | $14,080 | $93,117-84.9% | $77,096-81.7% | $134,532-89.5% |
| Participation rate | 54.5% | 74.5%-20.0pp | 67.9%-13.4pp | 81.2%-26.7pp |
| Annual return | -19.56% | 62.67%-82.2pp | 42.35%-61.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,877 | $5,241-45.1% | $4,429-35.0% | $6,401-55.0% |
| Admin fee / account holder | $552 | $6,948-92.1% | $5,428-89.8% | $11,429-95.2% |