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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 | $66,814 | $154,145-56.7% | $130,014-48.6% | $139,427-52.1% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 14.40% | 32.49%-18.1pp | -137.22%+151.6pp | 373.27%-358.9pp |
| Employer contribution / active EE | $551 | $5,290-89.6% | $4,320-87.2% | $4,752-88.4% |
| Participant deferral / active EE | $4,022 | $6,711-40.1% | $5,821-30.9% | $6,711-40.1% |
| Admin fee / account holder | $3,401 | $14,009-75.7% | $10,616-68.0% | $11,404-70.2% |