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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 | $178,730 | $208,088-14.1% | $186,193-4.0% | $154,746+15.5% |
| Participation rate | 63.6% | 80.0%-16.4pp | 77.1%-13.5pp | 80.7%-17.1pp |
| Annual return | 0.00% | 89.97%-90.0pp | 78.03%-78.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,954 | $7,078-30.0% | $6,513-23.9% | $6,730-26.4% |
| Admin fee / account holder | $6,594 | $11,698-43.6% | $11,058-40.4% | $14,365-54.1% |