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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 | $80,900 | $190,862-57.6% | $159,991-49.4% | $134,509-39.9% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -14.83% | 552.59%-567.4pp | 408.82%-423.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,811 | $6,924-73.8% | $6,183-70.7% | $6,400-71.7% |
| Admin fee / account holder | $654 | $10,495-93.8% | $8,715-92.5% | $11,427-94.3% |