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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 | $36,381 | $56,197-35.3% | $67,652-46.2% | $59,633-39.0% |
| Participation rate | 47.6% | 71.5%-23.9pp | 75.7%-28.0pp | 68.7%-21.1pp |
| Annual return | -1.92% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $120 | $1,615-92.6% | $2,266-94.7% | $2,203-94.6% |
| Participant deferral / active EE | $2,872 | $2,844+1.0% | $3,560-19.3% | $3,192-10.0% |
| Admin fee / account holder | $3,249 | $3,958-17.9% | $4,821-32.6% | $4,297-24.4% |