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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 | $96,825 | $138,076-29.9% | $123,553-21.6% | $135,380-28.5% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $367 | $5,152-92.9% | $4,628-92.1% | $4,779-92.3% |
| Participant deferral / active EE | $3,875 | $6,800-43.0% | $6,426-39.7% | $5,609-30.9% |
| Admin fee / account holder | $311 | $10,917-97.2% | $9,284-96.7% | $10,828-97.1% |