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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 | $36,377 | $84,685-57.0% | $73,836-50.7% | $125,389-71.0% |
| Participation rate | 34.8% | 76.8%-42.0pp | 73.4%-38.7pp | 83.2%-48.4pp |
| Annual return | 0.09% | 3123.80%-3123.7pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,651 | $3,993-33.6% | $3,583-26.0% | $5,352-50.5% |
| Admin fee / account holder | $6,165 | $5,694+8.3% | $4,882+26.3% | $9,541-35.4% |