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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 | $41,557 | $110,083-62.2% | $151,639-72.6% | $68,486-39.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -16.49% | -10.12%-6.4pp | 3.34%-19.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,331 | $4,470-70.2% | $6,165-78.4% | $2,597-48.8% |
| Participant deferral / active EE | $3,742 | $6,526-42.7% | $8,363-55.3% | $4,028-7.1% |
| Admin fee / account holder | $6,590 | $7,718-14.6% | $11,613-43.3% | $5,404+22.0% |