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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 | $75,284 | $82,678-8.9% | $125,391-40.0% | $68,490+9.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -9.17% | -5.97%-3.2pp | 572.41%-581.6pp | -7.85%-1.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,428 | $6,111-27.5% | $7,448-40.6% | $4,028+9.9% |
| Admin fee / account holder | $575 | $6,277-90.8% | $10,009-94.3% | $5,403-89.4% |