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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 | $173,889 | $92,743+87.5% | $82,744+110.2% | $134,532+29.3% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -4.89% | 946.63%-951.5pp | 702.22%-707.1pp | 418.27%-423.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,271 | $4,802-73.5% | $4,395-71.1% | $6,401-80.1% |
| Admin fee / account holder | $7,014 | $5,977+17.3% | $5,325+31.7% | $11,429-38.6% |