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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 | $25,940 | $61,815-58.0% | $97,295-73.3% | $80,959-68.0% |
| Participation rate | 60.6% | 63.5%-2.9pp | 72.7%-12.1pp | 67.7%-7.1pp |
| Annual return | 17.44% | -558.73%+576.2pp | 75.62%-58.2pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,551 | $3,027+83.4% | $4,264+30.2% | $4,300+29.1% |
| Admin fee / account holder | $2,078 | $5,166-59.8% | $5,646-63.2% | $6,925-70.0% |