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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 | $72,674 | $135,639-46.4% | $110,241-34.1% | $135,382-46.3% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.8%-49.1pp | 82.6%-51.9pp |
| Annual return | -7.77% | 513.21%-521.0pp | 314.75%-322.5pp | 519.77%-527.5pp |
| Employer contribution / active EE | $739 | $4,907-84.9% | $3,827-80.7% | $4,779-84.5% |
| Participant deferral / active EE | $1,675 | $5,507-69.6% | $4,672-64.2% | $5,609-70.1% |
| Admin fee / account holder | $12,410 | $11,457+8.3% | $8,548+45.2% | $10,829+14.6% |