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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 | $32,926 | $75,962-56.7% | $154,108-78.6% | $64,173-48.7% |
| Participation rate | 35.2% | 70.4%-35.2pp | 83.0%-47.8pp | 69.6%-34.3pp |
| Annual return | -7.16% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $31 | $3,350-99.1% | $5,298-99.4% | $2,381-98.7% |
| Participant deferral / active EE | $1,259 | $3,175-60.3% | $5,081-75.2% | $3,470-63.7% |
| Admin fee / account holder | $723 | $5,589-87.1% | $13,411-94.6% | $4,887-85.2% |