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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 | $88,846 | $91,536-2.9% | $130,062-31.7% | $75,177+18.2% |
| Participation rate | 65.7% | 71.5%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 13.31% | -631.62%+644.9pp | -137.37%+150.7pp | 160.75%-147.4pp |
| Employer contribution / active EE | $525 | $2,845-81.5% | $4,322-87.8% | $2,671-80.3% |
| Participant deferral / active EE | $3,021 | $4,343-30.4% | $5,821-48.1% | $4,126-26.8% |
| Admin fee / account holder | $4,567 | $6,780-32.6% | $10,601-56.9% | $5,651-19.2% |