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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 | $24,096 | $85,790-71.9% | $67,313-64.2% | $135,380-82.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -5.37% | -0.54%-4.8pp | -4.08%-1.3pp | 519.81%-525.2pp |
| Employer contribution / active EE | $344 | $3,487-90.1% | $2,566-86.6% | $4,779-92.8% |
| Participant deferral / active EE | $2,425 | $4,651-47.9% | $3,568-32.1% | $5,609-56.8% |
| Admin fee / account holder | $4,309 | $6,392-32.6% | $4,507-4.4% | $10,828-60.2% |