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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 | $66,853 | $132,099-49.4% | $115,599-42.2% | $138,895-51.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.3%-34.3pp | 79.9%-39.9pp |
| Annual return | 0.00% | 176.76%-176.8pp | 111.10%-111.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,676 | $5,617-70.2% | $4,889-65.7% | $6,396-73.8% |
| Admin fee / account holder | $497 | $15,650-96.8% | $12,841-96.1% | $12,562-96.0% |