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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 | $168,655 | $180,466-6.5% | $154,114+9.4% | $135,382+24.6% |
| Participation rate | 38.5% | 87.4%-49.0pp | 83.0%-44.6pp | 82.6%-44.2pp |
| Annual return | -6.23% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,243 | $6,035-79.4% | $5,298-76.5% | $4,779-74.0% |
| Participant deferral / active EE | $3,149 | $5,806-45.8% | $5,081-38.0% | $5,609-43.9% |
| Admin fee / account holder | $38,767 | $16,144+140.1% | $13,411+189.1% | $10,829+258.0% |