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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 | $101,953 | $138,075-26.2% | $123,552-17.5% | $135,379-24.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.48% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $200 | $5,152-96.1% | $4,628-95.7% | $4,779-95.8% |
| Participant deferral / active EE | $3,177 | $6,800-53.3% | $6,426-50.6% | $5,609-43.4% |
| Admin fee / account holder | $586 | $10,917-94.6% | $9,285-93.7% | $10,828-94.6% |