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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 | $38,429 | $75,962-49.4% | $154,108-75.1% | $64,173-40.1% |
| Participation rate | 35.5% | 70.4%-34.9pp | 83.0%-47.6pp | 69.6%-34.1pp |
| Annual return | -4.93% | 30.32%-35.3pp | 735.21%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,459 | $3,175-22.5% | $5,081-51.6% | $3,470-29.1% |
| Admin fee / account holder | $2,911 | $5,589-47.9% | $13,411-78.3% | $4,887-40.4% |