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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 | $70,645 | $84,697-16.6% | $73,845-4.3% | $125,393-43.7% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | -3.52% | 3123.66%-3127.2pp | 2267.91%-2271.4pp | 282.23%-285.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,399 | $3,993-39.9% | $3,583-33.1% | $5,351-55.2% |
| Admin fee / account holder | $16,446 | $5,692+188.9% | $4,881+237.0% | $9,541+72.4% |