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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 | $105,426 | $131,835-20.0% | $108,582-2.9% | $273,972-61.5% |
| Participation rate | 23.5% | 83.5%-59.9pp | 79.6%-56.0pp | 83.0%-59.5pp |
| Annual return | 5.73% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $726 | $4,913-85.2% | $3,758-80.7% | $4,869-85.1% |
| Participant deferral / active EE | $2,388 | $5,127-53.4% | $4,311-44.6% | $5,287-54.8% |
| Admin fee / account holder | $680 | $10,253-93.4% | $7,645-91.1% | $10,133-93.3% |