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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 | $120,802 | $91,537+32.0% | $130,045-7.1% | $75,173+60.7% |
| Participation rate | 60.6% | 71.5%-10.9pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 18.14% | -631.55%+649.7pp | -137.30%+155.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $560 | $2,845-80.3% | $4,321-87.0% | $2,671-79.0% |
| Participant deferral / active EE | $2,341 | $4,343-46.1% | $5,820-59.8% | $4,126-43.3% |
| Admin fee / account holder | $1,115 | $6,780-83.5% | $10,600-89.5% | $5,651-80.3% |