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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 | $194,440 | $99,668+95.1% | $86,451+124.9% | $134,545+44.5% |
| Participation rate | 65.2% | 82.1%-16.8pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -18.33% | 6789.61%-6807.9pp | 4398.51%-4416.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,568 | $7,249+45.8% | $6,953+52.0% | $6,401+65.1% |
| Admin fee / account holder | $1,579 | $8,377-81.2% | $6,734-76.6% | $11,431-86.2% |