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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 | $38,011 | $92,766-59.0% | $82,763-54.1% | $134,545-71.7% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.3pp | 81.2%-16.9pp |
| Annual return | -16.07% | 946.97%-963.0pp | 702.45%-718.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $208 | $3,273-93.6% | $3,008-93.1% | $4,742-95.6% |
| Participant deferral / active EE | $3,618 | $4,802-24.7% | $4,395-17.7% | $6,401-43.5% |
| Admin fee / account holder | $42,233 | $5,978+606.5% | $5,325+693.1% | $11,431+269.5% |