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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 | $36,664 | $45,566-19.5% | $64,105-42.8% | $59,633-38.5% |
| Participation rate | 52.8% | 60.2%-7.4pp | 68.2%-15.4pp | 68.7%-15.9pp |
| Annual return | -1.97% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,290 | $2,057-37.3% | $2,822-54.3% | $3,192-59.6% |
| Admin fee / account holder | $1,352 | $3,268-58.6% | $4,499-70.0% | $4,297-68.5% |