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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 | $43,843 | $134,001-67.3% | $112,258-60.9% | $134,509-67.4% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -14.64% | 47.15%-61.8pp | 27.47%-42.1pp | 418.13%-432.8pp |
| Employer contribution / active EE | $13 | $4,039-99.7% | $3,636-99.7% | $4,741-99.7% |
| Participant deferral / active EE | $2,672 | $5,291-49.5% | $4,728-43.5% | $6,400-58.3% |
| Admin fee / account holder | $2,856 | $7,491-61.9% | $6,411-55.5% | $11,427-75.0% |