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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 | $92,622 | $52,519+76.4% | $155,789-40.5% | $59,633+55.3% |
| Participation rate | 43.5% | 61.7%-18.2pp | 76.1%-32.6pp | 68.7%-25.2pp |
| Annual return | -2.14% | 53.51%-55.6pp | 71.54%-73.7pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $153 | $1,589-90.4% | $3,839-96.0% | $2,203-93.1% |
| Participant deferral / active EE | $3,806 | $3,084+23.4% | $4,798-20.7% | $3,192+19.3% |
| Admin fee / account holder | $942 | $3,540-73.4% | $7,477-87.4% | $4,297-78.1% |