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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 | $99,280 | $82,630+20.2% | $64,105+54.9% | $125,388-20.8% |
| Participation rate | 30.4% | 75.9%-45.4pp | 68.2%-37.7pp | 83.2%-52.8pp |
| Annual return | -0.81% | 1489.72%-1490.5pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,053 | $3,608-43.1% | $2,822-27.2% | $5,352-61.6% |
| Admin fee / account holder | $882 | $6,382-86.2% | $4,499-80.4% | $9,541-90.8% |