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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 | $46,522 | $75,832-38.7% | $147,617-68.5% | $59,633-22.0% |
| Participation rate | 42.3% | 71.6%-29.3pp | 84.6%-42.3pp | 68.7%-26.4pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,047 | $3,131-66.6% | $4,895-78.6% | $3,192-67.2% |
| Admin fee / account holder | $3,763 | $5,986-37.1% | $11,612-67.6% | $4,297-12.4% |