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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 | $22,553 | $57,352-60.7% | $83,831-73.1% | $64,173-64.9% |
| Participation rate | 52.5% | 68.6%-16.1pp | 76.1%-23.6pp | 69.6%-17.1pp |
| Annual return | -6.48% | 11.38%-17.9pp | 850.99%-857.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $300 | $2,546-88.2% | $3,631-91.7% | $2,381-87.4% |
| Participant deferral / active EE | $1,694 | $2,993-43.4% | $4,082-58.5% | $3,470-51.2% |
| Admin fee / account holder | $1,962 | $4,046-51.5% | $5,479-64.2% | $4,887-59.9% |